The support and chat features are super helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

The robust planning is very helpful for clients. Review collected by and hosted on G2.com.

The interface is kind of clunky and it has no AI. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There's a steep learning curve at the start, but after that, it's a very repeatable process. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.