eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout.
“When I started using eMoney, all I did for two weeks was play with it. You can’t speak to clients effectively unless you understand the language of eMoney. In order to do so, advisors need to commit themselves to becoming proficient in the platform.”
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