Our Planning Software

eMoney is an industry-leading financial planning solution that allows firms to efficiently track client behavior, benchmark performance against personalized goals, and pinpoint opportunities for growth with firm-level analytics. The eMoney platform without the financial planning module is available to all Avantax Wealth Management advisors and assistants at no additional cost. Simply select eMoney from the list of available Apps in myAvantax to access the features listed below.

An engaging, digital experience makes a difference in your client relationships. eMoney's industry-leading Client Portal gives your clients on-demand access to their financial picture in one place to monitor activity, track progress toward goals, evaluate spending, and more — placing you at the center of clients’ financial world.

Stay on top of client activities with a snapshot of your entire business. The Advisor Dashboard lets you customize views and gives insights needed to plan your day and run your business.

eMoney comes equipped with a built-in aggregation engine that automatically pulls financial account information such as account balances and holdings into the platform. Using aggregation, you can see the assets under management and assets held away for each client, providing vital information that supports excellent service delivery.  

Help clients organize their financial lives while streamlining your data-gathering process by digitally storing copies of clients’ important statements and documents. In eMoney's online Vault, it's easy to securely share and access files whenever and wherever you or your clients need them.

Know what's affecting your business with Alerts. Now, you can gain insight on what's most important to your business with instant notifications — dozens of pre-built and custom alerts to keep you current and ready to act.

eMoney's Analytics solution helps advisors, support staff and office managers see business trends to power decision-making while helping drive results. Clear analysis of all the data you capture within eMoney allows you to create actionable strategies to capitalize on more opportunities, become more efficient, and ultimately enhance your success.  

A variety of professional and compelling reports help support your recommendations and show clients options for reaching their financial goals. eMoney reports can help you build comprehensive presentations or simply update clients on their financial pictures.  

Spend more time with clients, perfecting their financial plans and providing great service while Lead Capture gives you a simple and automated way to reach and qualify leads from within the eMoney platform.  

Can't meet in person with a client ? No problem! eMoney comes standard with Virtual Conference and Screen Sharing technology, allowing you meet with clients directly via the eMoney platform.  

With smartphone and tablets now part of everyday life, eMoney gives clients access to their Client Portal through any connected device, on-demand, and 24/7. Mobile Web Access lets clients stay connected to their financial pictures and within reach of your service.