CoPlanner
by eMoney Advisor · Wealth and investment platforms · Radnor, United States
Collaborative planning with clients
What CoPlanner is used for
- Build financial plans faster
- Reduce plan-building time
About eMoney Advisor
Financial planning software for advisers with a client portal, account aggregation and practice analytics.
eMoney Advisor in the vendor registry: its products, features and similar vendors.
Also by eMoney Advisor
- eMoney Planning: Cash flow and goals-based financial planning
- Client Portal: Client-facing portal for planning and aggregated accounts
- Aggregation: Account aggregation across institutions
- Advisor Analytics: Practice and engagement analytics
More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.