eMoney Advisor

📢 Registration is now open for the 2026 eMoney Summit! Join us virtually October 19 to 21 for a three-day event dedicated to simplifying workflows, strengthening client relationships, and enabling more confident financial decision-making. Inspired by the theme “Powering What’s Possible,” the Summit features expert-led sessions, product roadmap previews, personalized 1:1 consultations, and opportunities to earn up to 15 CE credits. Register today to secure your spot and take advantage of early bird pricing 👉🏽 bit.ly/4uK74Tb #eMoneySummit26 #financialplanning

On Global Accessibility Awareness Day, we are proud to be recognized by @Siteimprove with an Honorable Mention in the Global Accessibility Awards. We are committed to creating accessible and inclusive digital experiences for our users and their clients, guided by our vision of financial peace of mind for all. bit.ly/4uBaIio #eMoneyProud

Collaboration is what turns a financial plan into peace of mind. Our guide highlights five key actions clients value and shows how advisors can bring them to life using eMoney. Swipe to see the five actions, and download the full guide to learn how eMoney supports collaborative planning and client well‑being 👉🏽 bit.ly/4tJddhp #financialplanning #financialwellness

Attending Wealth Management Edge? Join us after the conference day wraps up. eMoney and @zocksio are co-hosting an evening of cocktails, featuring drinks, appetizers, and an opportunity to connect off the conference floor. Date: Wednesday, June 10 Time: 7:00 p.m. ET WME attendees: Please RSVP by June 8 👉🏽 bit.ly/4uhGEIA

Helping high-net-worth clients understand the bigger picture makes a significant difference. Learn how @MFC_Planning uses clear scenario planning and tax insights to help clients make confident retirement decisions. Read the complete case study for more details 👉🏽 bit.ly/4tIcXPJ #financialplanning #taxplanning

What if planning didn’t start with a blank page? Hear how CoPlanner replaces “starting from scratch” with a blueprint. Watch the on‑demand replay 👉🏽 bit.ly/429ZYes #CoPlanner #financialplanningsolutions

Many clients expect estate planning to be a part of their financial plan, but significantly fewer are receiving it. For financial planners, this gap presents a valuable opportunity. Estate planning can lead to more in-depth conversations, clearer decision-making, and stronger relationships with clients, especially when the process is collaborative and easy to understand. Our Estate Planning Practice Guide provides insights on how to initiate better discussions, engage clients in the planning process, and simplify complex decisions into clear outcomes. Download the guide to discover how estate planning can enhance your practice 👉🏽 bit.ly/4wyTOCM #estateplanning #financialplanning

AI may be changing the industry, but it won't change clients' need for clarity. When you pair @eMoneyAdvisor's robust analytics with Asset-Map's visual platform, you seamlessly deliver advice that is clear and consumable, so clients feel empowered to make decisions by the end of the meeting. Level up your financial conversations today 👉 hubs.li/Q04g_MZS0

We’re headed to #AddeConf26 and excited to be part of the community shaping what’s next in financial planning. Stop by our booth in the Demo Village to see CoPlanner and the Premium Client Portal in action. We’d love to connect. #financialplanning #financialplanningsolutions

Don't miss our upcoming webinar! Reserve your spot and get ready for valuable insights. In this webinar led by Joe Buhrmann, we will explore how today's advisors are exceeding client expectations by delivering personal, clear, and valuable experiences. You will learn how eMoney and the Premium Client Portal can simplify workflows, enhance client engagement, and foster long-lasting client confidence. Register today 👉🏽 bit.ly/4diwYHH #ClientPortal #financialplanningsolutions

A great day in NYC connecting with enterprise leaders at our recent Executive Exchange. From product conversations and panel discussions to meaningful networking, the day brought together thoughtful perspectives and forward‑looking ideas for enterprise planning. #enterprise #financialplanning

The first 30 days with a new client are critical. Financial planners should make every interaction count to build trust, clarity, and engagement from day one. Read our blog to learn how to focus on simplicity, clarity, digital-first experiences, and quick wins to lay the foundation for lasting partnerships. bit.ly/4dnVAOi #clientexperience #financialplanning

You might think you fully understand your clients, but there are often invaluable insights left unspoken. Fostering an inviting environment where clients feel comfortable sharing what truly guides their choices can be challenging. Sometimes, taking a moment to listen can reveal so much more than endless explanations. See what your clients may not be telling you. Click the link in the post to read the full article 👉🏽 bit.ly/42vfBNR #clientexperience #financialplanning

This Asian American and Pacific Islander Heritage Month, we’re highlighting leaders who bring their whole selves to the financial planning profession. In this Heart of Advice spotlight, Marguerita Cheng shares her journey, the values that guide her work, and how empathy, perspective, and lived experience shape how she shows up for clients. Read the full article to learn more 👉🏽 bit.ly/3PF6R4N #financialplanner #AAPI #financialplanning

The biggest barriers to planning are time and complexity. Hear what Josh Belfiore shared about how CoPlanner helps remove both. Watch the on‑demand webinar replay 👉🏽 bit.ly/429ZYes #CoPlanner #financialplanningsolutions

Unlock the power of your financial planning platform’s data to attract new clients! Our latest blog shares 8 practical strategies advisors can implement—from personalized outreach to predictive analytics. Read more and start growing your pipeline with confidence 👉🏽 bit.ly/4db4m1K #financialplanning #marketing #financialplanningsolutions

By leveraging eMoney, @MayflowerAdvis improves retention, deepens client relationships, and equips advisors to manage complex planning at scale. Take a closer look at the full case study 👉🏽 bit.ly/4dxTZXd #financialplanningsolutions #fintech

Personalization starts with individual context. Every client's financial needs vary by life stage, family dynamics, career path, culture, and personal money experiences—complexity that demographics alone can't capture. What works instead? • Discovery rooted in the client’s individual experiences , not rigid scripts • Communication shaped by learning preferences, not stereotypes • Collaborative planning that builds confidence and trust When advisors take the time to truly understand the individual, misconceptions fade and stronger relationships and better outcomes are often the result. Learn more in our Heart of Advice blog 👉🏽 bit.ly/4cWdmJw #financialplanning #finpsych

This Mother's Day, we're honoring all the moms and mother figures who support, inspire, and lead with care in every role they take on. Wishing you a day filled with love and happiness. 💞

Retention isn't just about who you hire; it's about how advisors are supported once they're there. In this Wealth Solutions Report article, Connor Sung from eMoney explains how outdated career models, operational challenges, and disconnected technology lead to advisor turnover. He also shares what firms can do to build stronger, more sustainable pipelines for advisors. Read the full conversation here: bit.ly/4nhbtL1 #financialplanning #financialplanner #retention