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The Power of 

Financial Planning 

Technology

Presentation for the SEC AMAC Subcommittee 

July 7, 2021
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eMoney Advisor at a Glance

Award-winning leader in FinTech with 20+ years of experience in serving financial professionals

Founded in

2000

Acquired in 

2015 

financial professionals use eMoney

~80K

4.5M

team members

800+

16

Innovation Awards 2015 -2021

15

Customer Service Awards 2015 -2021

Customer satisfaction

94%+

23M

households served

by aggregated accounts

Helping people talk about money
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Helping Advisors Become Better Planners

Financial Planning

Financial Wellness

Advisor Marketing
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Meeting the Growing Demand for Advice 

through Digital Engagement

Source: The Cerulli Report | U.S. Advisor Metrics 2020 & eMoney analysis

74M

U.S. Households want financial 

advice delivered by a professional

Financial Advisors focus on ~35% of 

these households ... technology can close the gap
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Comprehensive Financial Planning

Enables Advisors to develop a holistic view of a client’s current financial health and a clear 

path that demonstrates how to achieve future goals and objectives
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The Impact of Financial Planning

82% 90%

Saw improvement in 

business efficiency by saving 

time, money, and resources

Advisor Efficiency Client Satisfaction

Say their clients are more 

satisfied because of eMoney

Source: eMoney ROI Research, March 2021
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Advisor Efficiency

82%of eMoney clients saw an

Source: eMoney ROI Research, March 2021

improvement in 

business efficiency 60%Sought eMoney to save

time in creating 

financial plans

Business Efficiency Insights 

Since Using eMoney, Advisors

Cost Efficiency Insights

Since Using eMoney, Advisors

44% report their business efficiency has 

improved by 50% or more

69%

51%

can more quickly develop and update 

financial plans

have been able to streamline their 

financial planning process

are able to more quickly create 

“what-if” planning scenarios

are able to more easily and quickly get 

account aggregation

are able to more quickly generate 

client reports

72%

68%

54%
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“We have been able to redirect our 

meetings to the holistic financial picture 

& engage in conversations other than ROI.”

Improved Client Satisfaction

90%

Source: eMoney ROI Research, March 2021

"The ability to retain clients 

by encouraging the use 

of the client portal."

have seen an improvement in

client satisfaction using eMoney

Client Portal 

& Website (64%)

Account 

Aggregation (59%)

Aggregation of all client 

assets and liabilities help 

spur on conversation.”

Document 

Vault (59%)

“The vault is extremely 

valuable for documents.”

More Valuable 

Client Comms (58%)

Interactive 

Planning (55%)

“Clients love the interface and engage with 

it more. I'm able to do better planning & 

present it to them live. Great live planning.”
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2020 was a Pivotal Year for Advisors!

Source: eMoney ROI Research, March 2021

Do you agree with the following statements?

My investment with eMoney is paying off.

My clients are more satisfied because of eMoney.

2019 2021

66%

69%

86%

90%

Seamless integration of features including 

interactive financial planning, aggregation, 

collaboration via screen sharing & document 

vault drove strong engagement and ROI.

Advisors who use eMoney were well-positioned to embrace the rapid move to digital 

engagement with clients
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Thank you

Visit emoneyadvisor.com for more information.