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eMoney description
eMoney is financial planning software for financial advisors. It helps advisors create financial plans for their clients, analyze investment portfolios, and manage their practice. eMoney aims to improve client engagement, streamline advisor workflows, and help grow their business. Key features include financial planning tools, client portals, data aggregation, and analytics. eMoney is geared towards financial professionals looking for a comprehensive platform to manage client financial planning needs.
Who is eMoney best for
eMoney is a robust financial planning platform ideal for advisors seeking to streamline workflows and boost client engagement. It offers comprehensive tools for creating plans, analyzing portfolios, and managing practices. Users praise its data aggregation and client portal, but some find it difficult to learn and experience aggregation issues. eMoney helps advisors efficiently manage client financial planning needs.
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Best fit for small to mid-sized financial advisory firms.
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Ideal for financial advisors seeking comprehensive financial planning software.
eMoney features
Supported eMoney Advisor offers a client portal for accessing the platform and managing finances. |
Supported eMoney Advisor allows generating comprehensive and customizable client financial reports. |
Supported eMoney Advisor supports interactive scenario planning, including "what-if" scenarios. |
Supported eMoney Advisor supports broad data access through API integrations and data aggregation tools. |
Supported eMoney visualizes client financial data, including assets, liabilities, and insurance. |
Supported eMoney Advisor allows advisors to set and track client financial goals. |
eMoney reviews
We've summarised 28 eMoney reviews (eMoney G2 reviews) and summarised the main points below.
- Comprehensive financial planning capabilities.
- User-friendly client portal for easy access and engagement.
- Excellent data aggregation and analysis tools (when they work).
- Robust integrations with other platforms.
- Regular updates and improvements to the software.
- Difficult to learn and become proficient in.
- Account aggregation issues, accounts frequently disconnect.
- Planning functionality can be cumbersome and dated.
- Limited ability to track changes within a financial plan.
- Reporting and presentation features could be improved.
eMoney pricing
Users sentiment
See the eMoney pricing page.
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eMoney has a free trial.
eMoney alternatives
RightCapitalInteractive financial planning tools empowering client-advisor collaboration.Read more
Morningstar Advisor WorkstationResearch, plan, and wow clients with powerful investment tools.Read more
eMoney FAQ
eMoney is financial planning software designed for financial advisors. It offers tools for creating financial plans, analyzing investment portfolios, and managing practices. eMoney helps advisors improve client engagement and streamline workflows through features like client portals, data aggregation, and financial planning tools.
What is eMoney and what does eMoney do?
eMoney is financial planning software designed for financial advisors. It offers tools for creating financial plans, analyzing investment portfolios, and managing practices. eMoney helps advisors improve client engagement and streamline workflows through features like client portals, data aggregation, and financial planning tools.
eMoney integrates with various platforms through API connections and data aggregation tools, enabling broad data access. It connects with popular custodians, CRM systems, and other financial planning software, streamlining workflows and enhancing data management.
How does eMoney integrate with other tools?
eMoney integrates with various platforms through API connections and data aggregation tools, enabling broad data access. It connects with popular custodians, CRM systems, and other financial planning software, streamlining workflows and enhancing data management.
eMoney's main competitors include RightCapital, another financial planning software for advisors, and other wealth management platforms offering similar capabilities such as client portals and financial planning tools. Some users consider MoneyGuidePro and Advyzon as alternatives too.
What the main competitors of eMoney?
eMoney's main competitors include RightCapital, another financial planning software for advisors, and other wealth management platforms offering similar capabilities such as client portals and financial planning tools. Some users consider MoneyGuidePro and Advyzon as alternatives too.
Yes, eMoney is a legitimate financial planning software platform used by financial advisors. It's known for its comprehensive planning capabilities, client portal, and data aggregation tools, though some users find it difficult to learn and experience occasional account aggregation issues. eMoney is safe and aims to improve client engagement and streamline advisor workflows.
Is eMoney legit?
Yes, eMoney is a legitimate financial planning software platform used by financial advisors. It's known for its comprehensive planning capabilities, client portal, and data aggregation tools, though some users find it difficult to learn and experience occasional account aggregation issues. eMoney is safe and aims to improve client engagement and streamline advisor workflows.
eMoney Advisor does not publicly disclose pricing information. Contact them directly to obtain product pricing details and determine if eMoney is worth the investment for your business.
How much does eMoney cost?
eMoney Advisor does not publicly disclose pricing information. Contact them directly to obtain product pricing details and determine if eMoney is worth the investment for your business.
eMoney users generally appreciate the client portal and comprehensive features. However, some have noted that customer service can be inconsistent and sometimes unhelpful, while others praise its helpfulness. The software's complexity can also present challenges.
Is eMoney customer service good?
eMoney users generally appreciate the client portal and comprehensive features. However, some have noted that customer service can be inconsistent and sometimes unhelpful, while others praise its helpfulness. The software's complexity can also present challenges.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.