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eMoney Advisor

Financial Planning
active

eMoney Advisor is a financial planning software designed for financial advisors to create comprehensive financial plans for their clients.

Radnor, USA

Community Ratings

Active Users
Former Users
Overall Rating
3.6
(2 ratings)
Active: 2Former: 0
Features
2.8
(3 ratings)
Active: 3Former: 0
Reliability
3.5
(2 ratings)
Active: 2Former: 0
Performance
2.6
(3 ratings)
Active: 3Former: 0
Security
2.7
(3 ratings)
Active: 3Former: 0
Value for Money
2.9
(3 ratings)
Active: 3Former: 0
Customer Service
2.7
(3 ratings)
Active: 3Former: 0
Ease of Use
3.0
(3 ratings)
Active: 3Former: 0
Integrations
2.7
(3 ratings)
Active: 3Former: 0
Total Active Reviews: 3Total Former Reviews: 0

About eMoney Advisor

eMoney Advisor is a financial planning software designed for financial advisors to create comprehensive financial plans for their clients.

Pricing

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This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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Industry Focus

Financial Services

Key Features

Client portal
financial planning
account aggregation
scenario planning
goal tracking

Pros

Comprehensive planning tools
user-friendly interface
excellent customer support

Cons

Expensive
steep learning curve
limited integrations

Integrations

Redtail logo
AdvicePay logo
Blackrock Advisor Center logo
Envestnet logo
PreciseFP logo
Vanilla Forums logo
Wealthscape logo
Advisor360° logo
Advyzon logo
CircleBlack logo
Fidelity Institutional logo
Forwardlane logo
FP Alpha logo
themeetinghub logo
InvestCloud logo
MoneyGuidePro logo
Advisor Cash logo
Compliancemax logo
FP Pathfinder logo
FusionIQ logo
Income Solver logo
Pershing-Netx360 logo
Riskalyze logo
Schwab Trading logo
MyRIACompliance (RIA in a Box) logo

Key Competitors