eMoney

eMoney

Offered by eMoney Advisors
  • Description
  • Advantage
  • Benefits
Invest in a technology partner with the experience to help you transform the way you deliver scalable advice and build collaborative client relationships.

Are you prepared to capitalize on the full potential of your firm’s financial planning abilities? With eMoney you can. HNW investors with a financial plan grew their assets 110% more than those without one and 72% of investors under the age of 40 indicated they are willing to pay for advice*. The need for financial advising is greater than ever – and will only continue to grow.

eMoney’s comprehensive and scalable technology empowers you to meet a broad range of planning needs – allowing you to develop deeper conversations with current and future clients.

Built upon their planning-centric platform, eMoney packages are constructed to align with the type of planning that you offer and to strengthen and extend your client engagements. 


* Sources: Cerulli Associates, The Cerulli Report: U.S. Advisor Metrics 2018. https://www.kitces.com/blog/financial-advisor-headcount-total-addressable-market-tam-technology-hiring-growth/

Chalice Advantage

Chalice members enjoy a exclusive 20% off Plus, Pro and Premier packages to begin driving more revenue and growth within your businesses.  

Benefits

Some of the core benefits of eMoney:

  • Advisor Dashboard
  • Client Portal
  • Digital Document Storage
  • Account Aggregation
  • Digital Advice Platform
  • Digital Lead Capture
  • Screen Sharing
  • Integrations
  • Mobile Web App
  • Award-Winning Customer Service
  • Alert & Alarms
  • Data Security
  • Reporting