# eMoney Reviews **Vendor:** eMoney Advisor, LLC. **Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Average Rating:** 4.7/5.0 **Total Reviews:** 67 ## About eMoney 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:  - Comprehensive Planning Tools: 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.  - 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. ## eMoney Pros & Cons **What users like:** - Users appreciate the **outstanding customer support** of eMoney, which enhances their experience and satisfaction with the product. (10 reviews) - Users appreciate the **robust and evolving planning tools** of eMoney, enhancing their ability to provide comprehensive financial insights. (6 reviews) - Users value eMoney's **intuitive client website experience** and robust data aggregation for comprehensive financial planning. (6 reviews) - Users value the **comprehensive data** eMoney offers, enabling them to create detailed and organized financial plans. (5 reviews) - Users appreciate the **easy-to-use interface** of eMoney, enabling quick learning and efficient client interactions. (5 reviews) - Users appreciate the **detailed client insights** eMoney provides, enhancing financial planning and client engagement. (4 reviews) - Dashboards (3 reviews) - Data Accuracy (3 reviews) - Users praise the **easy implementation** of eMoney, highlighting its intuitive setup and quick adaptability for financial planning. (3 reviews) - Easy Integrations (3 reviews) **What users dislike:** - Users find eMoney's **feature deficiencies** frustrating, especially with complex modeling and lack of AI assistance. (6 reviews) - Users experience **data accessibility issues** due to frequent disconnections and limited integration with various financial institutions. (3 reviews) - Users find eMoney has a **difficult learning curve** , making it challenging to avoid mistakes without support. (3 reviews) - Users find eMoney **not user-friendly** , often struggling with clunky interfaces and unintuitive navigation that leads to mistakes. (3 reviews) - Users report experiencing **insufficient data** handling for unique client situations, complicating troubleshooting and support resolutions. (1 reviews) - Users experience **integration issues** with eMoney, finding it difficult to connect and aggregate data from various platforms. (1 reviews) - Limited Customization (1 reviews) - Outdated Interface (1 reviews) - Users express concerns about **poor customer support** , finding it challenging to get timely assistance when needed. (1 reviews) - Poor Interface Design (1 reviews) ## eMoney Reviews ### 1. A Time-Travel-Like View of Clients’ Financial Futures **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Wealth Management Advisors, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about eMoney?** I like the detail of a client's life that I can account for. I describe it as the closest thing we have to a time travel machine to replicate their life today and project out into the future. Also, the eMoney service is great to check that what I am modeling makes sense and is accurate. **What do you dislike about eMoney?** Some parts are not intuitive and if I don't call into eMoney support I can make mistakes that impact recommendations. An example is the other day I had a client who created their own detailed spreadsheet. The spreadsheet showed that he and his wife should take social security at 63. In the office we rarely if ever recommend taking social security before FRA. The results in his plan were showing they should delay to 70 or at least take a 67. I was pretty confident of the results and didn't call in. The client called me on it because in the cash flow the social security benefit at 63 was too low. I called into eMoney and that checked out because I left benefit specified as Full Retirement Age amount for the base facts and comparison plans so the benefits were reduced more than necessary because I entered the specific amounts from social security statements the client provided. Learning lesson for me to call in and have someone look over planning I am doing. It was a simple mistake and the client's probability of success wasn't hurt really in any instance, but I want to maintain us as the experts giving guidance as much as possible. I have used eMoney a lot in my current role and previous role so I don't know that I would change anything, but I wanted to share my experience in case the smart people on your end can make use of that to make the platform more intuitive. I just checked and if I hover it explains what each benefit specified as means. So really I don't know how to protect it from a user making an error like that, but that was something recent and relevant. As soon as I get pretty confident in modeling things in eMoney it seems like I will trip up on something fairly straightforward like that. The open architecture of advanced planning is great since pretty much almost anything can be built so a second set of eyes is always helpful. **What problems is eMoney solving and how is that benefiting you?** We build a financial plan for every client. We have our own report template we call our Wealth Analysis. We account for as much as our client's lives as possible to give them comprehensive planning guidance. We look for opportunities to invest cash or change allocations, we look for opportunities to convert to Roth, and we are starting to use it for risk management and insurance planning. Specifically life insurance and long-term care. ### 2. Easy-to-Use Interface with a Quick Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Quinlan I. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about eMoney?** I love the easy-to-use interface. As a new financial planner, I was able to learn the software in a short amount of time. I love the customer service as well; they are always eager to help with any issues that come up. We use the software all the time for planning meetings and clients love it! **What do you dislike about eMoney?** I do not like how the connections for some accounts disconnect very often. **What problems is eMoney solving and how is that benefiting you?** eMoney allows us to map out a plan for people's lives that they otherwise would not get to see. The charts and reports are easy to understand for people who do not know that much about finances. ### 3. Top-Notch Monte Carlo Analysis for Clear, Confident Retirement Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Josh F. | Participant Success Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about eMoney?** eMoney provides me with a way to visually show and track a client their real-time net worth as well as providing confidence, clarity, and calm regarding their retirement projection. The Monte Carlo analysis is top notch and our firm can deliver clients actionable recommendations on all things pertaining to their retirement in a financial planning relationship. **What do you dislike about eMoney?** That not all financial institutions are easily linkable, and is clunkiness or issues with re-establishing links to certain custodians. **What problems is eMoney solving and how is that benefiting you?** A tool to model and determine decisions for retirement planning, multi-year tax planning, and life insurance needs in a way that is easily understandable and shareable with clients. ### 4. Comprehensive Financial Planning Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Dalton G. | Financial Planning Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about eMoney?** I love how much I can do. I can model extremely specific financial scenarios that benefit my clients tremendously. There are hardly any limitations when it comes to creating impressive, comprehensive financial plans. The data entry is intuitive and easy to understand. Goals planning and decision center are life savers when it comes to analyzing specific scenarios for most clients. **What do you dislike about eMoney?** Only a few things come to mind. I have trouble modeling the following: 1. Debt Payoff - I'd love to more easily put in a debt snowball that automatically rolls the prior payment to a new debt. Currently, if a debt gets paid off mid-year, I have to manually figure out how much to apply to the next debt that year and then do the full amount the following year. It's just not very precise and takes a lot of time. 2. Home purchases with shorter and more specific time horizons. If a client/prospect says to me: "My lease is up in June next year. I want to buy a house at that time." It's really challenging to accurately model that for them to account for 6 months of rent plus a mortgage payment for the rest of the year. The current Buy/Sell Transaction feature would just start the mortgage on January 1 and over project their spending. It obviously doesn't make a huge difference in their overall long-term plan, but I would love to be able to project short term plans more effectively. **What problems is eMoney solving and how is that benefiting you?** Giving clients peace of mind about their future. Or helping clients see the path to get on the right track for their financial health. ### 5. eMoney is a powerful planning software that allows me to do detailed, complex planning. **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle K. | Director, Financial Planning, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about eMoney?** I love how detailed eMoney allows me to get with cash flow modeling. I pretty much exclusively use the advanced planning mode, and data entry is efficient. I started using the software 2 years ago, and I receive da lot of support from eMoney as a new user. I had an eMoney coach that helped me to understand how I could best leverage the software in my work with clients, and she directed me to a lot of helpful resources. Their help database has a ton of resources in lots of different formats on pretty much any topic you can think of. I almost never have problems with our Tamarac account integration. **What do you dislike about eMoney?** eMoney is great for 99% of client cases. However, there are a few times a year where I run into a situation that is tough to model because a client will have a very unique situation like selling a future property after a remodel and a mortgage rate adjustment which is a pain to model. If something goes wrong, it an be tough to troubleshoot and find the problem. eMoney support is the best resource if you run into that type of problem, but they can also struggle on very complex issues. I don't always get a helpful resolution on my complex questions and often I have to try to find a workable solution I can present to the client myself. **What problems is eMoney solving and how is that benefiting you?** We do detailed, complex financial planning for all our clients. eMoney allows us to build detailed, complex plans very efficiently. Clients love seeing the planning scenarios we build for them in Decision Center. They find the results insightful, and they are able to make financial decisions with a better understanding of the long-term impact of their decisions. ### 6. eMoney Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | Associate Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about eMoney?** I like that it is extremely easy to navigate and present with clients. The implementation into our business has been seemless and integrates with other software that we use like Black Diamond. We use this with every client and it adds a huge value to what we do as advisors to be able to change different assumptions and allow clients to look at their plan from a holistic point of view. **What do you dislike about eMoney?** It is crucial that the data you input is analyzed before showing a client. There are various assumptions eMoney makes that we might not make intuitively as advisors like the method of withdrawing funds in retirement. These are customizable, but it is important to double check before meeting with a client. **What problems is eMoney solving and how is that benefiting you?** It is helping us discover optimal retirement savings, withdrawals, and giving clients an overall view of their financial picture for the long term. We love running the Monte Carlo simulation and displaying the asset spread with clients to give them an idea of how things look. ### 7. Comprehensive Reporting and Financial Planning Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Tayler C. | Financial Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2025 **What do you like best about eMoney?** I like the ability to run comprehensive reports and financial plans. I like that the software is pretty easy to use. The chat support feature is very nice and I love that I can add pictures to describe the issue I am having. I use it every day for every client I serve. **What do you dislike about eMoney?** I wish we could have access to healthcare simulators/IRMAA brackets. The integrations for some smaller credit unions isn't great. **What problems is eMoney solving and how is that benefiting you?** How much to save for college, retirement plans and how much to save, Roth conversion strategies. This allows me to provide white glove service to my clients. ### 8. A Necessity **Rating:** 5.0/5.0 stars **Reviewed by:** Alyssa E. | Investment Adviser Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2025 **What do you like best about eMoney?** The holistic and comprehensive features, quick turnaround on new implementation, the customer service always knows what they are doing and is quick to respond. They actually hear out ideas and suggestions and will work with you to help accurately represent situations in the Decision Center. Everything about this software is a must-have and must-use for advisors who care about giving quality advice. I use eMoney daily and out clients have grown to love the Vault as a means of sharing documents. It intergrates seamlessly with the accounts we oversee and clients are able to update outside accounts on their end. It is an easy to use, intuitive software that I don't think I could ever work without. **What do you dislike about eMoney?** There is truly not one thing I dislike about eMoney. **What problems is eMoney solving and how is that benefiting you?** eMoney allows me to visually run through future years and the effect decisions today have on portfolio longevity. ### 9. A versatile solution that truly adds value **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew B. | COO, Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** We say that our firm is "financial planning centric." eMoney is key to enabling us to live this out. It is robust and also constantly evolving to bring new tools and adapt to changes in markets, policy, and more. Most of all, it allows to illustrate the impact of potential decisions in the context of a client's complete financial picture, rather than in isolation. This helps to avoid unintended consequences and narrow thinking. **What do you dislike about eMoney?** If there is anything to dislike, it is that it can be a bit clunky to navigate through. Also, the client portal's budgeting tool struggles at times to properly categorize spending, and the connections to outside accounts frequently break. **What problems is eMoney solving and how is that benefiting you?** Financial planning is complex, in that very few parts exist on a truly standalone basis. Nearly everything you choose will impact at least one other element of the plan. Without comprehensive software like eMoney, it's really difficult to analyze things within this interconnected web of decision points. eMoney does a great job bringing it all together, and also helping us illustrate both the short- and long-term impacts of a set of decisions. This allows us to do what we set out to do, which is to give our clients visibility into and confidence around the long-term, so that they can more completley and confidently enjoy the near term. ### 10. eMoney, the Financial Planning Gold Standard **Rating:** 5.0/5.0 stars **Reviewed by:** Dan K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** eMoney is the most comprehensive financial planning software available. It allows the serious planner to model anything a client throws at you. Their customer service is second to none, with a knowledgeable representative available to assist you with almost any question you may have. **What do you dislike about eMoney?** Due to its highly accurate cash-flow modeling, eMoney does take more time than less detailed planning tools available. However, eMoney does offer a simpler planning tool, which I haven't used, as my clients and I appreciate the more detailed planning. **What problems is eMoney solving and how is that benefiting you?** As part of the planning process, the client links their various investment accounts. This helps reduce time considerably in building their financial plan. The linked accounts, for the most part, require little maintenance. For those links needing maintenance, the eMoney customer service is very responsive and helps in resolving link issues. ### 11. E Money Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** The support and chat features are super helpful. **What do you dislike about eMoney?** The roth conversion feature - when you hit fill up bracket - the last year the bracket is always messed up because its accounting for taxes. So I can never use the fill up bracket feature - and I always have to do it manually. There is not a good way to model mega back door roths because the system cannot calculate how much is left over from pre tax and employer contributions to fund the post tax bucket to then convert to a roth IRA. So, I have to enter the amount manually and then do a transfer flow. There is no good way to model and do a break down of the taxes that would be generated from a home sale. **What problems is eMoney solving and how is that benefiting you?** Select a roth 401k and a roth 403b so that the system knows that once the client is over 50 that they can do catch up contributions. But I do not think that the system has the mega catch up rule for those ages 60-63 built in yet. Having that would be very helpful. ### 12. 20 years using eMoney - it's the most effective tool to illustrate the value of planning to clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Joe B. | Lead advisor/owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** Support has been responsive, implementing user suggestions and making creative and useful improvements over the years. The latest "Decision Center" sped up the client review process with single click selection of various reports. Clients gain a sense of peace having all of their finances summarized and updating in one place, working together in a complete plan. They know they always have access to copies of important documents in "the vault". We have tracked client projections over 21 years to current, illustrating the accuracy of the system. That gives us confidence in our planning that is obvious to our clients. We now use it with nearly all clients. **What do you dislike about eMoney?** It took us a while to get efficient with advanced planning techniques, but had not taken time to have everyone go through the training. As we went through the training modules, it became like a second language - simple to use. Like anything worthwhile, you need to dedicate time time to learn it. It can handle some of the most complex planning scenarios. You can get lost figuring it out yourself. We now have a rule to spend no more than 5 minutes on something new - then search help and contact support quickly if needed. That is what they are there for and are always happy to help. **What problems is eMoney solving and how is that benefiting you?** They have been improving client facing pages, making them user friendly and graphically pleasing. It has a more professional and updated appearance that clients expect in advanced planning. They have been adding and improving data aggregation for held away accounts which had been frustrating in their early days. ### 13. EMoney is an industry best tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about eMoney?** Emoney is an industry best financial planning tool and an integral part of any financial planning or advisory firm. It does a great job of helping client engage in the process and gain more clarity on their situation **What do you dislike about eMoney?** I would like E Money to better incorporate Conversion and distribution strategies and also better reflect IRMAA. I believe it is a better tool for accumulation rather distribution **What problems is eMoney solving and how is that benefiting you?** It is my main financial planning and client engagement tool ### 14. Robust Planning That Drives Success **Rating:** 5.0/5.0 stars **Reviewed by:** John P. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2025 **What do you like best about eMoney?** The robust planning is very helpful for clients. **What do you dislike about eMoney?** The interface is kind of clunky and it has no AI. **What problems is eMoney solving and how is that benefiting you?** It's helping us provide accurate analysis to clients. ### 15. Emoney has been a game changer in our firm! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | Service Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** One of my favorite features in eMoney is the interactive Facts tab. It allows us to keep track of both the accounts we manage and those we don’t, giving us a more complete view of our client's financial picture. It’s a great tool for keeping everything organized and up to date as we continue planning. **What do you dislike about eMoney?** The downside of eMoney is the client portal. I know they are working on this, so I am excited to see what is to come! **What problems is eMoney solving and how is that benefiting you?** Helping us aggregate data better and do advanced financial planning. ### 16. Most robust and user friendly planning platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan V. | Financial Coach, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about eMoney?** In my 11 years as a financial planner, eMoney is my favorite planning platform out of more than 5 others I've tried. The pricing is also competitive. It's very user-friendly for both me and my clients. Because of its versatility, it's also my clients' favorite. The ability to address all aspects of financial planning in one tool really communicates how those aspects are interrelated. How a particular investment or transaction affects taxes and goals is critical for my clients to understand. My clients and I love the ability to analyze how being underinsured affects their family's future well-being, or how the projections suggest that a client might be living too much for tomorrow instead of living in the moment. eMoney is also always looking for ways to improve the client's experience as well as the planner's experience. Platform updates and improvements come regularly, but I never find myself wishing they would have left it alone. Each update is a legitimate upgrade. Recent improvements have come to their Decision Center, which has really increased my client's understanding of how changing strategies or assumptions affect their future finances in terms of retirement, goal funding, taxes, etc. The platform is intuitive to the extent that I rarely have to seek out support from their tech team. But when I do, their staff is always able to assist in a timely manner. They're very familiar with the underlying logic, and they're often financial planners too. This means that not only do they understand what I want to model, but also why I want to do it. The data aggregation feature of the platform is a big time-saver for me and my clients. No data aggregation is perfect, but this one gets close. When I find a flaw, submitting a ticket is easy and the response is quick. Their tech team is also very good about keeping me updated with progress. Finally, my clients and I appreciate all the types of reports and simulations the system can perform. When my clients ask for some sort of analysis or projections, I feel like eMoney always has the right tool or report to resolve the need. **What do you dislike about eMoney?** While eMoney's phone support is great, its user resources are not intuitive. I have found myself spending too much time searching through their knowledge base, unable to find what I need. So I have to call sometimes to get my information. I understand that supporting data aggregation is an immense challenge. While they do a good job, my clients are sometimes frustrated with the troubleshooting process to fix a connection. Maybe that's a third party handling the data aggregation, but my clients feel like they have to jump through a lot of hoops, sometimes with no resolution. There's really not much I dislike about eMoney so beyond those complaints, anything more would just be nitpicking. **What problems is eMoney solving and how is that benefiting you?** In our subscription-based planning model, consistently adding value over time is critical. The analysis allows me to identify planning opportunities on a high-level initially, then drill down on areas of concern. The clients find the in-depth analysis very helpful in their decision-making process. That analysis also compels them to take action on my recommendations. Inspiring clients to take action has always been a challenge, so anything that moves a client toward their goals benefits everyone. ### 17. The best without a doubt **Rating:** 5.0/5.0 stars **Reviewed by:** Jon H. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** I love how I can get real nerdy and build plans that set me apart from my competitors, and yet is has a very nice simple client portal that my clients love. **What do you dislike about eMoney?** Wish there was a professionally done video that we could show clients that is an easy overview of the client portal, not just a pdf like they currently have. **What problems is eMoney solving and how is that benefiting you?** The software allows me to plan for my clients in a very easy to digest fashion. ### 18. eMoney lets you be the genius! **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew G. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** Emoney provides robust planning tools! It allows you to take your expertise behind the scenes and really create a truly remarkable plan for clients. The presentations are very easy for the client to understand. **What do you dislike about eMoney?** There's a steep learning curve at the start, but after that, it's a very repeatable process. **What problems is eMoney solving and how is that benefiting you?** It's allowing us to solve both present and future problems simultaneously. We are able to optimize a client's plan rather than hyper-focus on past vs present scenarios. ### 19. Powerful and effective financial planning software **Rating:** 5.0/5.0 stars **Reviewed by:** Eric O. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about eMoney?** It's a cash flow-based planning software which (I believe) is the most useful and effective kind. The "Decision Center" is extremely cool and hugely helpful when building and then presenting plan options to clients. And I love the various optimizers built in. Perhaps most of all, I love how useful it is in doing tax planning — things like automatically showing you the impacts of filling up certain tax brackets with Roth conversions and what the net lifetime tax impact is. Clients also appreciate the visibility they get in their client dashboard. **What do you dislike about eMoney?** It's powerful, but it takes a lot of work to learn how to use it effectively. There are a lot of places to click and a lot of things to learn. **What problems is eMoney solving and how is that benefiting you?** It solves how time consuming it is to do proper tax planning and scenario planning/comparison. It automates the manual labor and allows us as human financial planners to focus our time on working with clients rather than doing the "manual labor" part of building and calculating different scenarios. ### 20. Emoney Financial Planning Software **Rating:** 4.0/5.0 stars **Reviewed by:** Steven S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** Emoney is the most comprehensive piece of planning software I have used. It strike a balance between its ease of use and full set of planning features. If you are trying to do a simple plan, you can enter basic client information into Emoney in a few clicks and have both a good understanding of the overall financial picture and a number of reports to share with them. If you need more complex planning, Emoney can drill down and provide a very detailed or nuanced analysis of almost any financial situation. **What do you dislike about eMoney?** While Emoney is a grea tool, it is very siloed and does not allow for easy integration with most CRMs today. While my custodian, portfolio aggregator, and Salesforce all speak to one another nicely, Emoney stands separate from them. (It does pull in account information, but only in one direction and with limited information.) Emoney also used to be way ahead of its peers with its interface, but now it seems like it maybe could do with an update. **What problems is eMoney solving and how is that benefiting you?** Helping clients get a clear picture about their financial path, with details of how they can make changes along the way. There are also many other use cases for it, such as evaluating Roth conversions, saving towards goals, and estate planning, which are useful for many if not all clients. ### 21. eMoney over the years **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** 11 years ago we began with the initial adoption of eMoney. We fully dived into the adoption of the software and since the beginning, eMoney has become an integral tool to our processes firmwide. eMoney was invlved in the implementation process and did a great job all along the way. It has been nice to watch eMoney grow as we have grown. My Team is in the software throughout the day. The software continues to evolve and mature while simultaneously adapting to new tax law changes. I like the customer service the most about eMoney. In the day and age of horrible customer services, it is not true for eMoney. They will always pick up the phone and almost allways resolve the issue immediately. From a customer service standpoint, they are a Company that exemplafies what customer service should be. **What do you dislike about eMoney?** It can be complex, but it is what is needed to prepare an accurate financial plan. I would like to see more and deeper integrations with other software in the future. **What problems is eMoney solving and how is that benefiting you?** Having accurate and up to date financial information, which allows us to be proactive in our planning. ### 22. eMoney Review **Rating:** 5.0/5.0 stars **Reviewed by:** Adam F. | Wealth Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** Best product on the market for building financial plans. The cashflow is the most detailed. The decision center is also great for showing the impact of client decisions. **What do you dislike about eMoney?** The client website could be better, specifically the spending area. We always mention that as a value add, but clients have to go in and link up accounts. Also, I feel like the customer support quality has declined a bit. I feel like, I'm having to get passed around a lot more, and feel that the reps on the phone aren't' as knowledgable as they were a few years back. **What problems is eMoney solving and how is that benefiting you?** We use eMoney for the cash flow planning. So that is regular cash flow and seeing what the monte carlo score is for our clients. We also use it for education planning and life insurance gap analysis. Other than that, we don't use the other features of th softward. ### 23. Highly recommend eMoney! **Rating:** 5.0/5.0 stars **Reviewed by:** Angel M. | Paraplanner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** eMoney is very user friendly! Any time I have any questions with specifics in the software, I've used the chat box and have been guided step-by-step through finding the resolution to my questions. It is easy enough to update in real time during client meetings. Generating reports is quick and they are easy for the clients to understand. We use eMoney on a daily basis with multiple clients. **What do you dislike about eMoney?** The only downside is that sometimes it can be tricky to keep accounts that are held away linked properly. They may require "repairs" to update properly. **What problems is eMoney solving and how is that benefiting you?** We use eMoney for retirement planning. It allows us to see a long term projection for how long funds will last. We are able to make projections for taxes and Social Security using this software. ### 24. eMoney and the value it adds to my practice **Rating:** 5.0/5.0 stars **Reviewed by:** John F. | Vice President, Wealth Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** Great service and they are always advancing their technology. The ability to get help with any client situation is very valuable. Plus it is easy to create a client and implement even a basic plan. I use it for all of my clients in some form or fashion every day. **What do you dislike about eMoney?** The only issue, which is an issue with any technology is getting the connections of accounts to stay consistent. But, there team is always there to help and most of the time the issue is with the other company they are trying to connect to, not them. **What problems is eMoney solving and how is that benefiting you?** It helps with cash flow ananlysis, can a client retire comfortably. It allows me to create what-if scenarios tied to health events, future second hom purchases, early retirement, etc. ### 25. eMoney provides great comfort to both client and advisor. **Rating:** 5.0/5.0 stars **Reviewed by:** Doug C. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2025 **What do you like best about eMoney?** Confident in the outcomes and the ability to be flexible in the planning scenarios. **What do you dislike about eMoney?** On occassion can be a little cumbersome with data entry. **What problems is eMoney solving and how is that benefiting you?** Quick response to client questions and concerns. Additionally a central location to review a client's total picture. ### 26. eMoney is a very detailed and thorough financial planning software. **Rating:** 5.0/5.0 stars **Reviewed by:** Kiersten T. | Financial Plan Writer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** eMoney offers a wide variety of report options, making each financial plan custom to each client. This allows the plan to be personalized to the adviser's wants and needs. The software has so many capabilities I am always learning something new, even after using it for three years. **What do you dislike about eMoney?** One thing I do not like about eMoney is the debt analyzer tool is a little confusing to use and, in my opinion, not as clear for a client to read. **What problems is eMoney solving and how is that benefiting you?** eMoney is keeping up to date on current rules, regulations, and tax laws. They are always improving their software to make things better and flow more efficiently. They also offer training webinars to assist in learning new features. ### 27. eMoney is great for the planner as well as the client! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Senior Wealth Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** The planning capabilities of eMoney are tremendous. You can get as granular as you desire on the back end and the client portal brings it all to life on the front end. The tools are also supported by people who understand what you are trying to accomplish and how to help you get to the finish line. **What do you dislike about eMoney?** If you focus on cash flow, it can be very difficult for clients to provide all of the information needed to complete a comprehensive plan. **What problems is eMoney solving and how is that benefiting you?** eMoney allows me to show clients how changes in their personal cash flow can have a dramatic effect on their future spending capabilities. ### 28. eMoney - The ONLY financial planning software you need **Rating:** 5.0/5.0 stars **Reviewed by:** Dylan F. | Client Service Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** I like emoney's powerful suite of financial planning features that allow me to model out the full picture of a client's financial life. From insurance to strong links of accounts, it really has everything. The client portal is really clean too. **What do you dislike about eMoney?** Sometimes the advisor side can be a little klunky. **What problems is eMoney solving and how is that benefiting you?** Holding all client account information in one place. ### 29. Comprehensive planning software for complex financial plans **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey C. | Owner, Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** I love the what if capabilities. I deal with a lot of real estate investors who have pretty compled financial planning needs and the ability to show them all of the alternatives is a huge help **What do you dislike about eMoney?** It can be a lot of information for clients and somewhat overwhelming if not presented in small chunks. I think it's more of a failure of the advisor than of the software **What problems is eMoney solving and how is that benefiting you?** It helps me to show my clients how portfolio changes will impact their overall plan, as well as how different savings amounts do the same. ### 30. Head and shoulders above the rest. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** The data aggregation is best in class and the client website experience is intuitive and professional. Phone support is fantastic. **What do you dislike about eMoney?** I selfishly want product updates to happen sooner. **What problems is eMoney solving and how is that benefiting you?** Future cash flow is often a question that clients have and eMoney does a great job with this. ### 31. Looks great, could use a little more depth **Rating:** 3.0/5.0 stars **Reviewed by:** James T. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about eMoney?** E money has great aesthetics and the user interface is smooth. The clients love the portal and it takes complicated, subject matters and deliveries them, and then easily digestible manner. **What do you dislike about eMoney?** The product needs a little more teeth behind it. While it looks great it doesn't cover every topic that a financial plan should cover nor does it provide much guidance on how to improve a plan with prescribed planning techniques. **What problems is eMoney solving and how is that benefiting you?** The best piece about E money is the client deliverables. Much of the planning work we can handle without any money, but we can't create the great aesthetics that the product has. ### 32. eMoney is the best, baby. **Rating:** 5.0/5.0 stars **Reviewed by:** T A. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** Intuitive & illustrative. Provides peace of mind and clarity. **What do you dislike about eMoney?** Nothing, baby. Continuous improvement is A-ok. **What problems is eMoney solving and how is that benefiting you?** Living expense guidelines ### 33. My favorite FinTech tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan A. | Investment Advisor Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** eMoney allows me to better serve my clients by organizing all data in one location that can be presented in an aesthetically pleasing manner. **What do you dislike about eMoney?** That they do not currently have an app, but I am hearing one will be coming out in 2025. **What problems is eMoney solving and how is that benefiting you?** eMoney keeps all data organized and up to date without me having to do so manually. ### 34. Meets all my needs and then some! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about eMoney?** eMoney provides comprehensive planning tools for my practice. Customer support is outstanding. I use it daily and find it very easy to learn and implement. **What do you dislike about eMoney?** Too much manual entry. Not enough customization potential. **What problems is eMoney solving and how is that benefiting you?** Future projections involving retirement and other events. Documenting client goals and other information. It's the heart of our practice. ### 35. eMoney helps my clients organize their money and plan for their future **Rating:** 4.5/5.0 stars **Reviewed by:** Mike C. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about eMoney?** The ease of use of gathering and inputting the data into the software. **What do you dislike about eMoney?** The links to smaller institutions break and that is painful to reinstall those time after time. **What problems is eMoney solving and how is that benefiting you?** The Goal Planner, the Decision Center, and the reports are top notch. So, it is helping me plan the future for my clients. ### 36. Great User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Gregory M. | Client Operations Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** It has great user interface and the tools and resources are great. **What do you dislike about eMoney?** Some tools can be very complex and we both simple analysis need and complex. Both. **What problems is eMoney solving and how is that benefiting you?** It is letting clients know their financial future outlook and needs ### 37. EMoney fan for over a decade **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about eMoney?** I have been using this platform for years now and it continues to be useful, relevant, and a big part of the client relationship. Easy to use. Easy to Implement. **What do you dislike about eMoney?** I am good with the features i am utilizing and what they do for my business. **What problems is eMoney solving and how is that benefiting you?** Consolidation of accounts. Planning software and Vault usage for Estate Planning needs. ### 38. eMoney is worth the money and a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Director of Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about eMoney?** It allows the opportunity to help organize ones financial story **What do you dislike about eMoney?** Not every instutition is compatibe with eMoney which can be frustrating for some clients and for planning purposes **What problems is eMoney solving and how is that benefiting you?** Their interface is extremely user friendly! ### 39. I use the money every day for my clients financial needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about eMoney?** I love all of the integrations it has. It is a very complex system, but Emoney makes it simple for the user to use. **What do you dislike about eMoney?** The connections can be frustrating, and sometimes Emoney cannot establish a connection with a well-known institution **What problems is eMoney solving and how is that benefiting you?** Emoney helps me develop comprehensive financial plans for my clients that they can understand ### 40. Excellent aggregation, planning software for every size firm. Very friendly client portal. **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus A. | Managing Partner, Senior Portfolio Manager at BlueChip Wealth Advisors, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about eMoney?** The ability to aggregate & analyze assets across multiple instuitions, custodians, and or BD's. **What do you dislike about eMoney?** Lack of performance reporting ability. Also lacks a good personal risk questionnaire as far as I know. **What problems is eMoney solving and how is that benefiting you?** Keeping clients informed & updated. Planning software combined with user friendly client portal. ### 41. Advanced Planning **Rating:** 4.5/5.0 stars **Reviewed by:** Robert L. | Financial Planner at Prudential Financial, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about eMoney?** The ability to model so many "what if scenarios" real time. **What do you dislike about eMoney?** With so many options it can be overwhelming. **What problems is eMoney solving and how is that benefiting you?** Being able to show clients realistic projections. ### 42. eMoney review **Rating:** 4.5/5.0 stars **Reviewed by:** Arthur C. | Academic Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2022 **What do you like best about eMoney?** Convenience and the amazing security aspects. One feels your money is safe **What do you dislike about eMoney?** The fact that you forget your password and a few attempts may block you. **What problems is eMoney solving and how is that benefiting you?** The fact that I can access 24/7 to pay my bills. I don't to carry lots of cash ### 43. Excellent financial planning package for complex planning needs **Rating:** 5.0/5.0 stars **Reviewed by:** Peter K. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about eMoney?** Excellent planning capability. Comprehensive, thorough and integration with a robust tax engine - helps create confidence when drafting high complexity goals based plans for high net worth business owners and professionals. **What do you dislike about eMoney?** I wish they had a monthly cash flow engine, rather than annual. Returns are all monthly. It would be great if there was more flexibility with Monte Carlo inputs and non-linear return distributions. That said, there are tons of add-ons that make a lot of these issues moot. Its a very strong platform. **What problems is eMoney solving and how is that benefiting you?** Financial planning for Americans. Realized strong plan outputs and helps us grow our practice. ### 44. Fabulous Platform for Alternative Investment RIAs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2021 **What do you like best about eMoney?** Very user friendly and quite intuitive!! **What do you dislike about eMoney?** The voting system for connections is a pain in the ass **What problems is eMoney solving and how is that benefiting you?** Giving a visual representation of our client's net worth growth is so easy to do on eMoney ### 45. Very good tool. checks a lot of boxes. **Rating:** 4.0/5.0 stars **Reviewed by:** Nate L. | Chief Operating Officer, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2021 **What do you like best about eMoney?** Client portal. Our clients love the client portal. Also shows things very well with the graphs and pictures with makes it easy for clients to understand. **What do you dislike about eMoney?** Can be tedious and there is a lot. Sometimes customer service and you arent on the same page. **What problems is eMoney solving and how is that benefiting you?** Makes it easy and has most of everything in one spot. you arent having to use multiple programs. ### 46. Alpha software, in many respects **Rating:** 0.5/5.0 stars **Reviewed by:** David B. | Senior Software Engineer **Reviewed Date:** May 26, 2021 **What do you like best about eMoney?** Flexible rule creation. That makes categorizing easier. **What do you dislike about eMoney?** I dislike the buginess, the inconsistency in how budgets are added up, the fact that it says things like that I am viewing "4 of 3 accounts".... In many respects it's alpha software, not run through any kind of serious quality assurance process. **What problems is eMoney solving and how is that benefiting you?** I'm trying to track our budget. It does that, more or less, but not in a way that inspires confidence. ### 47. Balanced productions of precise payment formation you find it with emoney **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2020 **What do you like best about eMoney?** A balance of charges and credits of complete monetary values, are acquired through the use of the collaborative tools of emoney software, a program that corresponds to the most advanced and professional system of transference of payments at enterprise level, which with a blue logo with calligraphic letters, defines a fast interface by nature and a robust web approach of impressive speed, where its evolution of payment processing , simplification of product prices, point of sale application, comprehensive reporting and analysis, intelligent campaign creation selection, administrative information load routing to email, profitable mobile format sharing, customer service customization, platform money development security, and a differential savings plan arises thanks to this advanced and distinctive business operation information joint programming. **What do you dislike about eMoney?** In emoney there is a problem with the activation of automatic payment tracking, in which its digital operation is deficient because it avoids the programming of payment notification checkpoints in my company, so this error has caused me a degree of ignorance of economic adjustments and a disproportionate assessment of financial administrative controls in the cloud, causing an indisposition of traffic of informative answers about handling and transfer of assets to different digital accounts, so that their relationship of intuitive trade is affected when providing this type of digital inconveniences, having to make an improvement to the system of presentation loads of movements of account of the company to have a tight creation of customizable reports of funds management. **Recommendations to others considering eMoney:** I recommend emoney because their password encryption power, their funds transfer encryption, their professional external trade union, financial leveling management, participation tools, administrative controls of commercial permits, grouping and dynamic account management, create an incredible scale of business balance in your company, where you can monitor payment traces, business expense saving designs, growth of financial aspects, customer contact management, provision of e-commerce updates, transaction assistance planning, financial advice with e-commerce managers, planning technology review, productive data and wealth measurements in the foreground make this programming the most accurate and provided tools for the most complete business financial service. **What problems is eMoney solving and how is that benefiting you?** To train different invoicing templates, to recognize groups of investment advice, to carry out e-commerce imports, creation of online sales support, scalable presentation relationship affinity, account movement valuation positioning, financial operation performance, marketing cyber-analysis encryption, systematization of campaigns in real time, handling of the email as a device synchronization checker, digital invoice affirmation, data ownership certification, bank encryption molding, financial control services positioning, sharing of proven credit values, naturalization of accounts commercial support, are recognized by my company within the uses triggered for this programming in my company. ### 48. Best use for emoney **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2021 **What do you like best about eMoney?** E-money provides all of your client's investments, insurance, and banking all in one place. It gives updates on client's investment portfolios with gains, losses current market value. **What do you dislike about eMoney?** Inputting all of your client's information. It is very tedious and can take a long time. **What problems is eMoney solving and how is that benefiting you?** Client's have online access to their accounts and can see all the updates in one place. ### 49. Best in class but could use some improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2020 **What do you like best about eMoney?** Vast amount of schedules and customization **What do you dislike about eMoney?** Reports & presentation could be better, no social security optimization **What problems is eMoney solving and how is that benefiting you?** Financial planning for clients. ### 50. eMoney is great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2019 **What do you like best about eMoney?** EMoney is a very robust software that our clients love to use. **What do you dislike about eMoney?** The part of emoney I run into the most problems with is the connections and trying to keep them up to date. **What problems is eMoney solving and how is that benefiting you?** We help clients come up with plans to save for their future goals like retirement, college, buying a home, etc ## eMoney Discussions - [How does eMoney differ from other wealth management platforms?](https://www.g2.com/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) - 1 comment, 1 upvote - [How does eMoney keep its data secure?](https://www.g2.com/discussions/how-does-emoney-keep-its-data-secure) - 1 comment, 1 upvote - [Does eMoney offer data entry services?](https://www.g2.com/discussions/does-emoney-offer-data-entry-services) - 1 comment, 1 upvote - [What other financial software providers does eMoney integrate with?](https://www.g2.com/discussions/what-other-financial-software-providers-does-emoney-integrate-with) - 1 comment, 1 upvote - [How much does eMoney cost?](https://www.g2.com/discussions/how-much-does-emoney-cost) - 1 comment, 1 upvote - [View eMoney pricing details and edition comparison](https://www.g2.com/products/emoney/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-11+04%3A20%3A15+-0500&secure%5Bsession_id%5D=ae5b2ac3-58b9-4e46-b81b-3c5f586268b5&secure%5Btoken%5D=39e3754448aa0fd35975d1d21dcb1541d2e77688d7f7cfd8a0c6635ffd45735c&format=llm_user) ## eMoney Integrations - 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Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Additional Functionality** - Dashboard - Cloud **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Content** - Automation - Content Library **Platform Data** - Visualization **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Interoperability** - API **Platform Performance** - Reporting **Agentic AI - Financial Analytics** - Proactive Assistance ## Top eMoney Alternatives - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) - 4.0/5.0 (22 reviews) - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - 4.6/5.0 (14 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 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