advisor
Divyansh Sharma
Education and practice management
The Financial Planning Group is made up of planning experts, many of whom are CFP® professionals, who combine hands-on experience and advanced education to support our users beyond the platform. Through solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients.
Onboarding and training
Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney.
Client support
To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you prefer, to answer any questions you have about working within the platform.
Data Migration Services
The highly-skilled specialists on our Data Migration Services Team provide valuable time-saving data input and migration services so you can focus on what you do best: building relationships that grow your business.