eMoney Wealth Planner

Wealth Management Systems (WMS) has created one of the most powerful wealth planning tools in the financial industry. When you work with Chicago Partners, you'll receive access to your own toolbox of wealth planning technology.

eMoney Plan Example
Project your cash needs for your next big purchase or retirement.

You can use this software to calculate how close you are to achieving your financial goals.

Whether it's buying a new home, creating your children or grandchildren's college plan, or preparing for retirement, you'll be able to estimate how much money you'll need and what actions you can take today to set yourself up for success.