--- 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: '2026-08-09' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ### eMoney Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **outstanding customer support** of eMoney, which enhances their overall experience with the software. [(10 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946961&qs=pros-and-cons#reviews) Users value the **robust and evolving planning tools** of eMoney, enabling comprehensive financial insights and decision-making. [(6 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946940&qs=pros-and-cons#reviews) Users find eMoney's **intuitive and professional user interface** enhances their financial planning experience significantly. [(6 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946925&qs=pros-and-cons#reviews) Users appreciate the **comprehensive data** eMoney offers, enabling detailed financial modeling and effective client management. [(5 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946935&qs=pros-and-cons#reviews) Users appreciate the **easy-to-use interface** of eMoney, enabling quick learning and efficient financial planning. [(5 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946956&qs=pros-and-cons#reviews) Users express frustration with the **feature deficiency** in eMoney, particularly regarding complexity in debt payoff and unique client situations. [(6 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1373748&qs=pros-and-cons#reviews) Users express frustration with **data accessibility** , citing frequent disconnections and poor integration with certain financial institutions. [(3 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946917&qs=pros-and-cons#reviews) Users face a **difficult learning curve** with eMoney, often requiring support to avoid impactful mistakes in planning. [(3 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946959&qs=pros-and-cons#reviews) Users find eMoney **not user-friendly** , often struggling with linking issues and unintuitive features that require frequent support calls. [(3 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946927&qs=pros-and-cons#reviews) Users encounter **insufficient data** challenges with complex client situations, making troubleshooting and modeling difficult. [(1 mentions)](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946963&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of eMoney ##### 1. Customer Support Users appreciate the **outstanding customer support** of eMoney, which enhances their overall experience with the software. [ See 10 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946961&qs=pros-and-cons#reviews) See Related User Reviews MS Matthew S. Small-Business (50 or fewer emp.) 4.5/5 "A Time-Travel-Like View of Clients’ Financial Futures" What do you like 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 li QI Quinlan I. Small-Business (50 or fewer emp.) 5.0/5 "Easy-to-Use Interface with a Quick Learning Curve" What do you like 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 ##### 2. Features Users value the **robust and evolving planning tools** of eMoney, enabling comprehensive financial insights and decision-making. [ See 6 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946940&qs=pros-and-cons#reviews) See Related User Reviews AE Alyssa E. Small-Business (50 or fewer emp.) 5.0/5 "A Necessity" What do you like 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 DF Dylan F. Mid-Market (51-1000 emp.) 5.0/5 "eMoney - The ONLY financial planning software you need" What do you like 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 ##### 3. User Interface Users find eMoney's **intuitive and professional user interface** enhances their financial planning experience significantly. [ See 6 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946925&qs=pros-and-cons#reviews) See Related User Reviews QI Quinlan I. Small-Business (50 or fewer emp.) 5.0/5 "Easy-to-Use Interface with a Quick Learning Curve" What do you like 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 DF Dylan F. Mid-Market (51-1000 emp.) 5.0/5 "eMoney - The ONLY financial planning software you need" What do you like 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 ##### 4. Comprehensive Data Users appreciate the **comprehensive data** eMoney offers, enabling detailed financial modeling and effective client management. [ See 5 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946935&qs=pros-and-cons#reviews) See Related User Reviews TC Tayler C. Mid-Market (51-1000 emp.) 5.0/5 "Comprehensive Reporting and Financial Planning Made Easy" What do you like 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 DG Dalton G. Small-Business (50 or fewer emp.) 5.0/5 "Comprehensive Financial Planning Made Easy" What do you like 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 wh ##### 5. Ease of Use Users appreciate the **easy-to-use interface** of eMoney, enabling quick learning and efficient financial planning. [ See 5 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946956&qs=pros-and-cons#reviews) See Related User Reviews QI Quinlan I. Small-Business (50 or fewer emp.) 5.0/5 "Easy-to-Use Interface with a Quick Learning Curve" What do you like 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 TC Tayler C. Mid-Market (51-1000 emp.) 5.0/5 "Comprehensive Reporting and Financial Planning Made Easy" What do you like 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 ### 5 Cons or Disadvantages of eMoney ##### 1. Feature Deficiency Users express frustration with the **feature deficiency** in eMoney, particularly regarding complexity in debt payoff and unique client situations. [ See 6 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1373748&qs=pros-and-cons#reviews) See Related User Reviews JP John P. Mid-Market (51-1000 emp.) 5.0/5 "Robust Planning That Drives Success" What do you dislike about eMoney? The interface is kind of clunky and it has no AI. DG Dalton G. Small-Business (50 or fewer emp.) 5.0/5 "Comprehensive Financial Planning Made Easy" 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 automatic ##### 2. Data Accessibility Users express frustration with **data accessibility** , citing frequent disconnections and poor integration with certain financial institutions. [ See 3 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946917&qs=pros-and-cons#reviews) See Related User Reviews ![Josh F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh F.") JF Josh F. Mid-Market (51-1000 emp.) 5.0/5 "Top-Notch Monte Carlo Analysis for Clear, Confident Retirement Planning" 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. QI Quinlan I. Small-Business (50 or fewer emp.) 5.0/5 "Easy-to-Use Interface with a Quick Learning Curve" What do you dislike about eMoney? I do not like how the connections for some accounts disconnect very often. ##### 3. Difficult Learning Users face a **difficult learning curve** with eMoney, often requiring support to avoid impactful mistakes in planning. [ See 3 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946959&qs=pros-and-cons#reviews) See Related User Reviews MS Matthew S. Small-Business (50 or fewer emp.) 4.5/5 "A Time-Travel-Like View of Clients’ Financial Futures" 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 ha DG Dalton G. Small-Business (50 or fewer emp.) 5.0/5 "Comprehensive Financial Planning Made Easy" 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 automatic ##### 4. Not User-Friendly Users find eMoney **not user-friendly** , often struggling with linking issues and unintuitive features that require frequent support calls. [ See 3 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946927&qs=pros-and-cons#reviews) See Related User Reviews ![Josh F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh F.") JF Josh F. Mid-Market (51-1000 emp.) 5.0/5 "Top-Notch Monte Carlo Analysis for Clear, Confident Retirement Planning" 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. MS Matthew S. Small-Business (50 or fewer emp.) 4.5/5 "A Time-Travel-Like View of Clients’ Financial Futures" 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 ha ##### 5. Insufficient Data Users encounter **insufficient data** challenges with complex client situations, making troubleshooting and modeling difficult. [ See 1 mentions ](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946963&qs=pros-and-cons#reviews) See Related User Reviews MK Michelle K. Enterprise (\> 1000 emp.) 5.0/5 "eMoney is a powerful planning software that allows me to do detailed, complex planning." 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 wi ![Vincent D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vincent D.") VD Vincent D. President Small-Business (50 or fewer emp.) 11/13/2024 "eMoney over the years" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AF Adam F. Wealth Advisor Mid-Market (51-1000 emp.) 11/13/2024 "eMoney Review" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AM Angel M. Paraplanner Small-Business (50 or fewer emp.) 11/13/2024 "Highly recommend eMoney!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![John F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John F.") JF John F. Vice President, Wealth Services Mid-Market (51-1000 emp.) 11/13/2024 "eMoney and the value it adds to my practice" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Doug C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Doug C.") DC Doug C. Advisor Small-Business (50 or fewer emp.) 4/26/2025 "eMoney provides great comfort to both client and advisor." 5/5 What do you like best about eMoney? Confident in the outcomes and the ability to be flexible in the planning scenarios. Review collected by and hosted on G2.com. What do you dislike about eMoney? On occassion can be a little cumbersome with data entry. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kiersten T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kiersten T.") KT Kiersten T. Financial Plan Writer Small-Business (50 or fewer emp.) 11/13/2024 "eMoney is a very detailed and thorough financial planning software." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Michael R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael R.") MR Michael R. Senior Wealth Advisor Enterprise (\> 1000 emp.) 11/13/2024 "eMoney is great for the planner as well as the client!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DF Dylan F. Client Service Associate Mid-Market (51-1000 emp.) 4/25/2025 "eMoney - The ONLY financial planning software you need" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about eMoney? Sometimes the advisor side can be a little klunky. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? Holding all client account information in one place. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Kelsey C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kelsey C.") KC Kelsey C. Owner, Financial Planner Small-Business (50 or fewer emp.) 11/13/2024 "Comprehensive planning software for complex financial plans" 5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 4/25/2025 "Head and shoulders above the rest." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about eMoney? I selfishly want product updates to happen sooner. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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