eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.
Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.
For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.
Key Features and Benefits:
- Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Built-in capabilities like CoPlanner help advisors accelerate plan creation and generate personalized planning strategies faster while maintaining advisor control.
- Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.
- Award-winning aggregation: Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.
- 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.
- APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.
- Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.
Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation.
Average Rating: 4.7/5.0
Total Reviews: 67
How Do G2 Users Rate eMoney?
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Ease of Use: 8.5/10 (Category avg: 8.6/10)
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Market Analytics: 8.8/10 (Category avg: 8.2/10)
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Customizable Reporting: 9.4/10 (Category avg: 8.3/10)
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Risk Management: 8.8/10 (Category avg: 8.1/10)
Who Is the Company Behind eMoney?
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Seller: eMoney Advisor, LLC.
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Company Website:
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Year Founded: 2000
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HQ Location: Radnor, PA
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Twitter: @eMoneyAdvisor
13,836 Twitter followers
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LinkedIn® Page: www.linkedin.com
624 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Financial Services
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Company Size: 72% Small, 18% Medium
What Do G2 Reviewers Say About eMoney?
AI-generated summary from verified user reviews
Pros
- Users appreciate the outstanding customer support of eMoney, which enhances their overall experience with the software.
- Users value the robust and evolving planning tools of eMoney, enabling comprehensive financial insights and decision-making.
- Users find eMoney's intuitive and professional user interface enhances their financial planning experience significantly.
- Users appreciate the comprehensive data eMoney offers, enabling detailed financial modeling and effective client management.
- Users appreciate the easy-to-use interface of eMoney, enabling quick learning and efficient financial planning.
Cons
- Users express frustration with the feature deficiency in eMoney, particularly regarding complexity in debt payoff and unique client situations.
- Users express frustration with data accessibility, citing frequent disconnections and poor integration with certain financial institutions.
- Users face a difficult learning curve with eMoney, often requiring support to avoid impactful mistakes in planning.
- Users find eMoney not user-friendly, often struggling with linking issues and unintuitive features that require frequent support calls.
- Users encounter insufficient data challenges with complex client situations, making troubleshooting and modeling difficult.
What Are G2 Users Discussing About eMoney?
