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Financial Planning

eMoney Advisor

Comprehensive financial planning platform empowering advisors to deliver personalized wealth strategies.

SOC 2
ISO 27001
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Category
Software
Ideal For
Financial Advisors
Deployment
Cloud
Integrations
50++ Apps
Security
Role-based access control, data encryption, audit trails, secure client portal
API Access
Yes - comprehensive API for custom integrations

About eMoney Advisor

eMoney Advisor is a comprehensive financial planning software platform designed specifically for financial advisors, wealth managers, and financial planners who need to deliver sophisticated, personalized advice at scale. The platform combines intuitive design with powerful planning capabilities, including goal-based planning, detailed cash flow analysis, interactive client portals, and advanced analytics. eMoney Advisor enables advisors to create comprehensive financial plans that address client goals across multiple life areas, from retirement and education to tax optimization and estate planning. The platform's interactive client portal facilitates engagement and transparency, allowing clients to view their plans, update information, and monitor progress in real-time. With AiDOOS marketplace deployment, organizations can accelerate implementation through expert configuration services, optimize advisor workflows through governance frameworks, seamlessly integrate with existing wealth management ecosystems, and scale across multiple offices while maintaining data security and compliance standards.

Challenges It Solves

  • Financial advisors struggle to create comprehensive, personalized plans efficiently while managing multiple clients
  • Client engagement drops due to lack of transparency and limited access to plan updates between meetings
  • Advisors face difficulties integrating planning software with existing CRM, portfolio management, and reporting tools
  • Manual cash flow analysis and scenario modeling consume excessive time and increase errors
  • Firms cannot scale advisory services without proportional increases in operational overhead

Proven Results

64
Reduced plan creation time from hours to minutes
48
Increased client engagement through interactive portal access
35
Eliminated data silos via integrated wealth management ecosystem

Key Features

Core capabilities at a glance

Goal-Based Financial Planning

Organize client aspirations into actionable wealth strategies

Create comprehensive multi-goal plans addressing retirement, education, and major life events

Cash Flow Analysis & Modeling

Visualize income, expenses, and projected financial scenarios

Identify optimization opportunities and stress-test plans against market volatility

Interactive Client Portal

Empower clients with transparent, real-time access to plans

Strengthen relationships through continuous engagement and quarterly plan reviews

Advanced Analytics & Reporting

Generate data-driven insights from comprehensive financial analysis

Deliver professional, customizable reports that demonstrate advisor value and planning impact

Scenario Modeling & What-If Analysis

Test strategies across multiple economic and personal circumstances

Build client confidence through proactive planning and risk management strategies

Seamless Integration Capabilities

Connect with portfolio management, CRM, and banking systems

Eliminate manual data entry and maintain single source of truth across platforms

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Real-World Use Cases

See how organizations drive results

Retirement Planning for High-Net-Worth Clients
Financial advisors create detailed retirement income strategies incorporating Social Security optimization, tax-efficient withdrawal sequencing, and legacy planning. eMoney Advisor models various retirement scenarios including longevity risk and market downturns.
92
Clients achieve retirement confidence with detailed income plans
Multi-Goal Household Planning
Advisors address competing client goals including college funding, home purchase, and early retirement. The platform prioritizes goals based on client values and time horizons, creating balanced strategies.
78
Families align financial decisions with life priorities
Tax Optimization Strategies
Wealth managers use cash flow analysis and scenario modeling to identify tax-efficient investment and withdrawal strategies. Integrated tax planning reduces client tax liability across multiple years.
85
Clients retain more after-tax wealth through optimization
Client Onboarding & Relationship Development
New clients complete comprehensive financial planning questionnaires through the portal, automatically populating the planning software. Advisors review integrated financial snapshots and present personalized recommendations.
71
Streamlined onboarding increases new client satisfaction
Portfolio Rebalancing & Monitoring
Advisors monitor client portfolios against plan goals and alert clients when drift occurs. Integrated scenario modeling helps justify rebalancing decisions and maintain plan alignment.
88
Proactive management keeps portfolios aligned with objectives

Integrations

Seamlessly connect with your tech ecosystem

S

Salesforce CRM

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Sync client relationships and opportunities with financial plans for comprehensive client view

S

Schwab Institutional

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Integrate portfolio holdings and performance data directly into planning analysis

F

Fidelity Institutional

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Connect account aggregation and portfolio management with comprehensive planning platform

M

Morningstar

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Access investment research, performance data, and analytics for informed planning recommendations

M

Microsoft Office 365

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Export plans and reports to Word, Excel, and PowerPoint for client presentations

A

Adobe Sign

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Enable digital document signing for plan acceptance and engagement

B

Bank of America Institutional

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Aggregate banking and investment data for comprehensive household financial view

T

Tax Preparation Software

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Import tax data and optimize planning strategies based on client tax situations

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability eMoney Advisor Roostify Tradier Brokerage A… Addepar
Customization Good Excellent Excellent Excellent
Ease of Use Excellent Excellent Good Good
Enterprise Features Excellent Excellent Excellent Excellent
Pricing Good Good Good Fair
Integration Ecosystem Excellent Excellent Good Excellent
Mobile Experience Good Good Good Good
AI & Analytics Excellent Good Good Excellent
Quick Setup Good Good Good Fair

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Frequently Asked Questions

How does eMoney Advisor integrate with our existing portfolio management system?
eMoney Advisor provides comprehensive API access and pre-built integrations with major custodians including Schwab, Fidelity, and Bank of America. AiDOOS marketplace experts can configure custom integrations to match your specific tech stack and data requirements.
What training and support is available during implementation?
eMoney Advisor offers comprehensive onboarding including staff training, planning workflow optimization, and best practice guidance. AiDOOS marketplace deployment includes governance frameworks and change management support to ensure firm-wide adoption.
Can clients access their plans on mobile devices?
Yes, the interactive client portal is responsive and accessible on desktop, tablet, and mobile devices, enabling clients to review plans and update information from anywhere.
How does the platform handle tax-deferred and taxable account planning?
eMoney Advisor integrates tax planning capabilities, modeling strategies across multiple account types. Users can optimize asset location and withdrawal sequencing while analyzing after-tax outcomes.
Is eMoney Advisor suitable for our firm with 50+ advisors?
Yes, eMoney Advisor scales to support firms of any size. Enterprise features include multi-office management, consistent planning standards, advanced analytics, and compliance reporting. AiDOOS helps optimize workflows for large teams.
What reporting and analytics capabilities does the platform provide?
eMoney Advisor offers advanced analytics including plan success probabilities, key metrics dashboards, and customizable client-facing reports. Export capabilities integrate with Office 365 for professional presentation materials.