The Financial Planning Software Advisors Use

Plan for success.

With access to eMoney’s Financial Planning Software, your employees will be able to…

Set Their Goals.

Setting goals can be a tough task, but it is an important step toward securing their financial future. With GoPlan Groups, we'll work together to define and document your employees goals.

& Manage Their Money.

Your employees can link their bank account and manage their money live.

Software Overview

Learn more about the features available on our financial planning software.

Goals

The importance of setting goals and how our software can help.

Life In a Box.

Additional insight about the benefits of our Financial Planning Software!

Request A Demo to Test our Software!

Request Demo