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. Review collected by and hosted on G2.com.

How technical it can be someone to get connections set up. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

There is nothing to dislike about the emx platform there have a great platform Review collected by and hosted on G2.com.

Monte carlo allows for a good basis of financial success hitting client goals. Review collected by and hosted on G2.com.

Training. We get little to no depth training. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The integrated account aggregation and the client facing portal. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.