eMoney's Wealth Management System (WMS)
Financial planning is a core part of a successful wealth management plan.
As part of optimizing your wealth, you will receive access to eMoney's Wealth Management System (WMS), an industry-leading financial planning software that helps you see where, when, and how your wealth will change in the future.
With WMS, you can model out your cash flows, plan for large purchases like a car, marriage, child, or education, and watch your income in retirement adjust in real-time. Each of our advisors is trained to build your customized financial plan into WMS, so you have full visibility into your roadmap to retirement.
If you are having trouble logging into your eMoney account, you can reach out to your advisor directly or send us a note using this link.