eMoney Financial Planning Tool
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth.
Just Vanilla
The most trusted name in
estate planning. Built by leading estate planning experts, translating decades of real-world experience
into technology.
Holistiplan
Holistiplan is an award-winning, AI-driven software platform for financial advisors that automates tax planning, scenario analysis, and, more recently, insurance and estate planning. It uses optical character recognition (OCR) to analyze tax returns in seconds, identifying tax-saving opportunities and generating client-friendly reports to help advisors deliver proactive, personalized strategies.
Nitrogen
Once a client completes their risk assessment, Nitrogen generates their Risk Number on a scale of 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. When clients know their Risk Number and understand the relationship between risk and reward, they know their advisor is acting in their best interests.
Zoom Workplace
Zoom helps consolidate communications, connect people, and collaborate better together in the boardroom, classroom, operating room, and everywhere in between.
Morningstar Advisor Workstation
Morningstar is a Chicago-based investment research firm that compiles and analyzes fund, stock, and general market data. They also provide an extensive line of internet, software and print-based products for individual investors, financial advisors and institutional clients.