JT
James T.
Managing Partner
Small-Business (50 or fewer emp.)
"Looks great, could use a little more depth"
3/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

T A.
TA
T A.
Advisor
Small-Business (50 or fewer emp.)
"eMoney is the best, baby."
5/5
What do you like best about eMoney?

Intuitive & illustrative. Provides peace of mind and clarity. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Nothing, baby. Continuous improvement is A-ok. Review collected by and hosted on G2.com.

Ryan A.
RA
Ryan A.
Investment Advisor Representative
Small-Business (50 or fewer emp.)
"My favorite FinTech tool!"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Meets all my needs and then some!"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Too much manual entry. Not enough customization potential. Review collected by and hosted on G2.com.

MC
Mike C.
Financial Advisor
Small-Business (50 or fewer emp.)
"eMoney helps my clients organize their money and plan for their future"
4.5/5
What do you like best about eMoney?

The ease of use of gathering and inputting the data into the software. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The links to smaller institutions break and that is painful to reinstall those time after time. Review collected by and hosted on G2.com.

Gregory M.
GM
Gregory M.
Client Operations Senior Associate
Small-Business (50 or fewer emp.)
"Great User Experience"
5/5
What do you like best about eMoney?

It has great user interface and the tools and resources are great. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Some tools can be very complex and we both simple analysis need and complex. Both. Review collected by and hosted on G2.com.

Verified User in Consulting
CC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"EMoney fan for over a decade"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

I am good with the features i am utilizing and what they do for my business. Review collected by and hosted on G2.com.

Ryan S.
RS
Ryan S.
Director of Planning
Small-Business (50 or fewer emp.)
"eMoney is worth the money and a game changer!"
5/5
What do you like best about eMoney?

It allows the opportunity to help organize ones financial story Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Not every instutition is compatibe with eMoney which can be frustrating for some clients and for planning purposes Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"I use the money every day for my clients financial needs"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The connections can be frustrating, and sometimes Emoney cannot establish a connection with a well-known institution Review collected by and hosted on G2.com.

Marcus A.
MA
Marcus A.
Managing Partner, Senior Portfolio Manager at BlueChip Wealth Advisors
Small-Business (50 or fewer emp.)
"Excellent aggregation, planning software for every size firm. Very friendly client portal."
5/5
What do you like best about eMoney?

The ability to aggregate & analyze assets across multiple instuitions, custodians, and or BD's. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Lack of performance reporting ability. Also lacks a good personal risk questionnaire as far as I know. Review collected by and hosted on G2.com.