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?

Why is eMoney So Effective?

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.