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
This vendor doesn't list public pricing information.
Contact for PricingCategories
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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