Emoney is the most comprehensive piece of planning software I have used. It strikes 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. Review collected by and hosted on G2.com.

While Emoney is a great 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. Review collected by and hosted on G2.com.

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 involved 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 always resolve the issue immediately. From a customer service standpoint, they are a Company that exemplifies what customer service should be. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The only issue, which is an issue with any technology is getting the connections of accounts to stay consistent. But, their 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. Review collected by and hosted on G2.com.

Confident in the outcomes and the ability to be flexible in the planning scenarios. Review collected by and hosted on G2.com.

On occassion can be a little cumbersome with data entry. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sometimes the advisor side can be a little klunky. Review collected by and hosted on G2.com.

I love the what if capabilities. I deal with a lot of real estate investors who have pretty complex financial planning needs and the ability to show them all of the alternatives is a huge help Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.