Solution introduction
Interactive planning and business oversights, simplified
Powerful planning made simple
Combine your expert advice with leading financial planning technology to deliver exceptional service.
Plans for any need
Needs Analysis is eMoney's scalable financial planning calculator that demonstrates a wide range of high-level need-based scenarios. Offer clients quick insight on a number of planning concepts by following a simple workflow. Once the plan is built, creating a client-ready presentation in minutes is just as easy.
