emX-Pro-Mobile-1-768x1299

EMONEY

What does eMoney do for you?

It's easy to maintain financial order.

eMoney is a welcoming, detail-rich and interactive software, which displays all your wealth-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximal transparency.  

SEE YOUR BOTTOM-LINE AT ANY-TIME

  • Easy to navigate
  • Get print out a report of your finances
  • Goal-Planner for retirement and education planning
  • Decision Center, for cash flow-centric planning
  • Distribution Center, for estate planning
  • Your Personal Financial Website

WHAT WILL YOU DO WITH ALL YOUR FREE-TIME?

finra1-1

CLIENT LOGIN

 

YOUR PERSONAL FINANCIAL WEBSITE

YourPFW1
YourPFW2

Why is eMoney So Popular? 

WITH OVER 2 MILLION USERS

eMoney is a wealth-planning system that offers transparency, accessibility, security and organization for everything that affects your financial life.

Founded in 2000, eMoney is a comprehensive financial planning software application that offers both, goal-based and cash-based analysis and projections.

eMoney’s Next-Gen planning and analytics component offers the platform’s it's greatest value. This feature has three planning portals:

Goal-Planner, for conventional retirement and education planning;

Decision Center, for cash flow-centric planning; and

Distribution Center, for estate planning.

Security

The eMoney platform has top-of-the-line security architecture. Although the cloud has been a well-documented haven for cyber attackers, eMoney uses 256-bit, Secure-Socket Layer encryption to safeguard your information, and stores all of its data in geographically separated data centers.

Another recent improvement allows you to click on a ticker symbol from your portfolio to view Morningstar data.
Additionally, eMoney has updated the on-boarding process to include an interactive goals section where you can easily add goals and then track the progress towards funding those goals and visualize how they impact your long-term financial outlook. 

 

LetsSetGoals

Start Your Financial Road-Map Today!

Take the eMoney Quiz and Start Your Journey In Minutes

Get Your Map Started
DREAM BIG

"Love to organize? eMoney makes it easy and fun.  Add your assets to your own personalized real-life vision board, with all the numbers at your fingertips.  All your years of hard work can finally take shape making your job a part of the whole picture.

  • Star
  • Star
  • Star
  • Star
  • Star
RETIRE HAPPY

Worked hard your whole life?  Maybe you think you're more organized than you really are.  eMoney helps you create your own vision and realize your future your way.  Go for what you really want even if it's just the simple life, they say, Less is More!

  • Star
  • Star
  • Star
  • Star
  • Star
 
 
 
Got some questions?
 Call us.
949.590.9940