--- title: eMoney Reviews meta_title: 'eMoney Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 67 reviews by the users' company size, role or industry to find out how eMoney works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 67 scale: '5' date_modified: '2026-08-04' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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:  - 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. ## eMoney Pros & Cons **What users like:** - Users appreciate the **outstanding customer support** of eMoney, which enhances their overall experience with the software. (10 reviews) - Users value the **robust and evolving planning tools** of eMoney, enabling comprehensive financial insights and decision-making. (6 reviews) - Users find eMoney's **intuitive and professional user interface** enhances their financial planning experience significantly. (6 reviews) - Users appreciate the **comprehensive data** eMoney offers, enabling detailed financial modeling and effective client management. (5 reviews) - Users appreciate the **easy-to-use interface** of eMoney, enabling quick learning and efficient financial planning. (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 express frustration with the **feature deficiency** in eMoney, particularly regarding complexity in debt payoff and unique client situations. (6 reviews) - Users express frustration with **data accessibility** , citing frequent disconnections and poor integration with certain financial institutions. (3 reviews) - Users face a **difficult learning curve** with eMoney, often requiring support to avoid impactful mistakes in planning. (3 reviews) - Users find eMoney **not user-friendly** , often struggling with linking issues and unintuitive features that require frequent support calls. (3 reviews) - Users encounter **insufficient data** challenges with complex client situations, making troubleshooting and modeling difficult. (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. Emx is fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2019 **What do you like best about eMoney?** Decision center and making planning changes on the fly **What do you dislike about eMoney?** It’s so in depth, it takes a while to become fully proficient. **Recommendations to others considering eMoney:** Great product!! **What problems is eMoney solving and how is that benefiting you?** Financial planning needs for clients, sleek deliverable for client, love the integration to reduce inputs. ### 2. Excellent Financial Planning Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2018 **What do you like best about eMoney?** The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive and good at solving problems or helping to find work arounds. I would definitely recommend this software for any advisor doing financial planning. **What do you dislike about eMoney?** The only thing I would consider a dislike is the price of the software. It’s expensive, but you get what you pay for. **What problems is eMoney solving and how is that benefiting you?** The main business problems being solved with emX Pro are simply financial planning needs. This software allows me to create a one stop shop for my clients so they can see their accounts updated daily, manage to their financial plan, and even store important documents in their Vault. ### 3. Great product with great platform integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2018 **What do you like best about eMoney?** We like that we have all of our client's information at our fingertips. Being we are also an accounting firm, we can upload their tax returns to the vault and the clients can have easy access. Everything is seen as a snapshot which is great for the clients. The clients like that all of their information can be stored in one place and that they can log on easily and see where they stand financially. The ability to run various scenarios and reports is very beneficial also. This opens up conversations with clients to see what other issues we can assist them with. **What do you dislike about eMoney?** There needs to be further integration with our clearing firm so that when we update an address or email, it is reflected on the emoney site. Sometimes the chat function for support is not always available and that can be slightly inconvenient. **Recommendations to others considering eMoney:** Great product with good support. This product can help grow your business and also will be a great asset In servicing your existing clients. **What problems is eMoney solving and how is that benefiting you?** We are able to see what clients have in other financial institutions which opens up conversations to bring these assets to our firm. It is also very helpful to the clients to have all of their financial information in one place. They can run budgets and see their spending data and run various reports showing exactly where they stand. ### 4. Enhanced version of Mint for Advisors **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about eMoney?** It allows clients to track their expenses, set goals, budgets similar to mint. It is enhanced in that a financial planner has the ability to view these goals, make suggestions, and help plan for the client's goals **What do you dislike about eMoney?** Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find. **What problems is eMoney solving and how is that benefiting you?** While we did not have the chance to fully implement, it allows financial advisors to see where client's outside assets are and if they should be making adjustments to bring them in. ### 5. EMoney review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about eMoney?** Great financial software that can be used for planning, aggregation, tracking client goals and assisting with budgeting. Lots of customization available! Tons of webinars for training and excellent client support for users. **What do you dislike about eMoney?** Aggregation doesn't always work and accounts can become disconnected. **What problems is eMoney solving and how is that benefiting you?** Good for creating financial plans and easily presenting online (via built in screen sharing capabilities). Aggregation of outside accounts helps our office have a broader picture of the client's total assets. Lots of integrations available. Client website allows clients to upload documents securely to our office. ### 6. Emoney Review **Rating:** 3.5/5.0 stars **Reviewed by:** Frances N. | Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2017 **What do you like best about eMoney?** I like how the accounts can be integrated into one portal for a client and they can integrate their outside accounts **What do you dislike about eMoney?** sometimes emoney says there is a problem with integration when an account is 0. **Recommendations to others considering eMoney:** this is great because it allows clients to aggregate all their accounts into one spot **What problems is eMoney solving and how is that benefiting you?** able to integrate clients account and put together finacial plans for clients. help clients and myself be organized ### 7. Extremely Versatile, Great Client-Facing Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about eMoney?** Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional business for the advisor **What do you dislike about eMoney?** Difficult to begin working with and integrating practice into system; learning curve **Recommendations to others considering eMoney:** Take the time to familiarize yourself with the product- take advantage of training, seminars, and videos to increase your awareness of tool and ability to present in front of clients/coworkers **What problems is eMoney solving and how is that benefiting you?** Connecting bridge between clients and advisors; discovering more business opportunities ### 8. Excellent planning tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about eMoney?** Love that this product links our accounts from Pershing. Makes it very easy for our clients to link any outside holdings. **What do you dislike about eMoney?** I wish it would allow update to our client profiles directly from Pershing. When we change an address it will not transfer over to Emx **What problems is eMoney solving and how is that benefiting you?** Clients are able to get a quick snapshot of their holdings and financial well being in one place. ### 9. Very Powerful Financial Planning Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about eMoney?** The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. **What do you dislike about eMoney?** Sometimes getting a desired technique is not possible. **Recommendations to others considering eMoney:** I think emX is definitely worth the cost and has quickly paid for itself just in the amount of time it has saved the staff. **What problems is eMoney solving and how is that benefiting you?** The software saves time doing recurring financial plan updates. Clients find more value in our service. ### 10. emXPro **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2018 **What do you like best about eMoney?** Very in depth and user friendly financial planning software. **What do you dislike about eMoney?** Some connections do not work as well as others. **What problems is eMoney solving and how is that benefiting you?** Projecting clients financial status and future. ### 11. Awesome tool for advisors and clients **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie S. | Executive Assistant and Office Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2017 **What do you like best about eMoney?** I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed. **What do you dislike about eMoney?** How technical it can be someone to get connections set up. **What problems is eMoney solving and how is that benefiting you?** Customer service, data gathering, keeping up to date client info. ### 12. Great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2017 **What do you like best about eMoney?** Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet **What do you dislike about eMoney?** There is nothing to dislike about the emx platform there have a great platform **Recommendations to others considering eMoney:** Don’t hesitate it’s definitelt worth while **What problems is eMoney solving and how is that benefiting you?** Client Meeting there financial goals ### 13. End system works great for intermediate to advanced users. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about eMoney?** Monte carlo allows for a good basis of financial success hitting client goals. **What do you dislike about eMoney?** Training. We get little to no depth training. **What problems is eMoney solving and how is that benefiting you?** Getting financial documentation approved through our broker dealer.moo ### 14. Modern Financial Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2017 **What do you like best about eMoney?** It's very easy to input and analyze client data- eMoney has organized it in a very logical way. There are lots of reports that can be ran and presentations that can be created, and clients have really enjoyed seeing all these features. **What do you dislike about eMoney?** You can't easily track changes that are made to a client's base plan, so it can be hard to tell what has changed. **What problems is eMoney solving and how is that benefiting you?** We use eMoney as our financial planning software. It allows us to put together comprehensive financial plans for our clients and present them in a modern & technologically advanced way. ### 15. Long-time Solo practitioner user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2017 **What do you like best about eMoney?** The integrated account aggregation and the client facing portal. **What do you dislike about eMoney?** Much of the planning functionality was dated and cumbersome. Getting data out of the system was difficult or impossible. I don't think eMoney is focused on individual practitioners. **Recommendations to others considering eMoney:** I think there are great, newer architecture applications coming on market and would consider them before emX **What problems is eMoney solving and how is that benefiting you?** It was a solid end to end application which enabled me to deliver services to a variety of client types. I was able to avoid separate contracting for account aggregation and to some extent CRM. ### 16. Emoney emX **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2017 **What do you like best about eMoney?** Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have used and offers great integration with our client management platform. **What do you dislike about eMoney?** Emoney emX has worked great for us. The only small thing that I can point out that has slowed us a bit is that the storage feature called the Vault does not integrate with any other storage services not does it have a desktop app that would allow for document upload and downloads to occur much faster. **Recommendations to others considering eMoney:** My recommendation would be to continue evolvng the product to keep up with the financial planning industry. I would also like to see a desktop app that would allow for easy uploads and downloads of documents to the Vault. **What problems is eMoney solving and how is that benefiting you?** This tool allows us to solve the important financial planning need we have since we are a comprehensive financial planning RIA. The tool delivers reliable, accurate, and secure results. ### 17. Use software for financial planning as an administrator, and as an end user of the client interface. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2016 **What do you like best about eMoney?** We use emX (we still call it eMoney) in our firm to aggregate and analyze client data, and produce financial planning ideas for our clients. We like that it provides a one stop shopping approach to aggregate of the client's financial information so that we can come up with a plan that fits their needs and helps them accomplish their financial goals. I personally use it to aggregate my own personal finances, and like how I can link all of my accounts to it, so that I can use it for budgeting, and to know exactly where I am at with my budget at all times. **What do you dislike about eMoney?** I don't like that my accounts (and client's accounts) often get disconnected to the system. This is almost always due to the vendors themselves, and their lack security measures that block, or disconnect the connections. **Recommendations to others considering eMoney:** If you are in the business of financial planning and need a way to aggregate all of your client's financial information, and plan to produce a viable financial plan, with some serious calculations and forecasting to back it up, then this product is a must. There may be other products out there, but this one is very user friendly, and offers great benefit to your clients. **What problems is eMoney solving and how is that benefiting you?** the problem of being able to analyze a large amount of financial data from many different sources has always been a major hurdle for financial planners, and this software really helps us do that in a much more concise and understandable manner. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+11%3A02%3A41+-0500&secure%5Bsession_id%5D=97ceb9f4-fb49-4c94-8faa-070436182c64&secure%5Btoken%5D=e9ef99d7063f72c6d38da5036a324aa21a4c475a435583ae78d1da6d5ba5b042&format=llm_user) ## eMoney Integrations - [Addepar](https://www.g2.com/products/addepar/reviews) - [AdvicePay](https://www.g2.com/products/advicepay/reviews) - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews) - [Box](https://www.g2.com/products/box/reviews) - [Dropbox](https://www.g2.com/products/dropbox-ai-dropbox/reviews) - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) - [Envestnet | Tamarac](https://www.g2.com/products/envestnet-tamarac/reviews) - [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews) - [Fidelity](https://www.g2.com/products/fidelity/reviews) - [Flourish](https://www.g2.com/products/flourish-flourish/reviews) - [Jump](https://www.g2.com/products/jump-jump/reviews) - [Luminary](https://www.g2.com/products/luminary/reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Orion](https://www.g2.com/products/orion-2025-02-03/reviews) - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) - [PreciseFP](https://www.g2.com/products/precisefp/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Schwab EquiView](https://www.g2.com/products/schwab-equiview/reviews) - [SEI](https://www.g2.com/products/sei/reviews) - [Tolerisk](https://www.g2.com/products/tolerisk/reviews) - [Vanilla](https://www.g2.com/products/vanilla-vanilla/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [YCharts](https://www.g2.com/products/ycharts/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) ## eMoney Features **Functionality** - 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) - 4.1/5.0 (284 reviews)