--- 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 Reviews & Product Details Visit Website eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.   For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.  Key Features and Benefits:  - Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Built-in capabilities like CoPlanner help advisors accelerate plan creation and generate personalized planning strategies faster while maintaining advisor control. - Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.  - Award-winning aggregation:  Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.  - 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.  - APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.  - Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.  Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation. * * * Product Website eMoney Seller [eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc) Discussions [eMoney Community](https://www.g2.com/products/emoney/discuss) Languages Supported English Solution Type All-in-One Overview by Taryn Gwinner Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/emoney/pricing) ## eMoney Integrations (29) What do users say about integrations? Verified by eMoney [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Addepar ](https://www.g2.com/products/addepar/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AdvicePay ](https://www.g2.com/products/advicepay/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Black Diamond Wealth Platform ](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Box ](https://www.g2.com/products/box/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox 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Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Flourish ](https://www.g2.com/products/flourish-flourish/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jump ](https://www.g2.com/products/jump-jump/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Luminary ](https://www.g2.com/products/luminary/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Morningstar Direct ](https://www.g2.com/products/morningstar-direct/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 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Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Orion Risk Intelligence ](https://www.g2.com/products/orion-risk-intelligence/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PreciseFP ](https://www.g2.com/products/precisefp/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Redtail Technology ](https://www.g2.com/products/redtail-technology/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Schwab EquiView ](https://www.g2.com/products/schwab-equiview/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SEI ](https://www.g2.com/products/sei/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Tolerisk ](https://www.g2.com/products/tolerisk/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Vanilla ](https://www.g2.com/products/vanilla-vanilla/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Wealthbox CRM ](https://www.g2.com/products/wealthbox-crm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") YCharts ](https://www.g2.com/products/ycharts/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zillow ](https://www.g2.com/products/zillow/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zocks ](https://www.g2.com/products/zocks/reviews) Show More MS Matthew S. Wealth Management Advisors Small-Business (50 or fewer emp.) 2/24/2026 "A Time-Travel-Like View of Clients’ Financial Futures" 4.5/5 What do you like best 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 life today and project out into the future. Also, the eMoney service is great to check that what I am modeling makes sense and is accurate. Review collected by and hosted on G2.com. 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 had a client who created their own detailed spreadsheet. The spreadsheet showed that he and his wife should take social security at 63. In the office we rarely if ever recommend taking social security before FRA. The results in his plan were showing they should delay to 70 or at least take a 67. I was pretty confident of the results and didn't call in. The client called me on it because in the cash flow the social security benefit at 63 was too low. I called into eMoney and that checked out because I left benefit specified as Full Retirement Age amount for the base facts and comparison plans so the benefits were reduced more than necessary because I entered the specific amounts from social security statements the client provided. Learning lesson for me to call in and have someone look over planning I am doing. It was a simple mistake and the client's probability of success wasn't hurt really in any instance, but I want to maintain us as the experts giving guidance as much as possible. I have used eMoney a lot in my current role and previous role so I don't know that I would change anything, but I wanted to share my experience in case the smart people on your end can make use of that to make the platform more intuitive. I just checked and if I hover it explains what each benefit specified as means. So really I don't know how to protect it from a user making an error like that, but that was something recent and relevant. As soon as I get pretty confident in modeling things in eMoney it seems like I will trip up on something fairly straightforward like that. The open architecture of advanced planning is great since pretty much almost anything can be built so a second set of eyes is always helpful. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? We build a financial plan for every client. We have our own report template we call our Wealth Analysis. We account for as much as our client's lives as possible to give them comprehensive planning guidance. We look for opportunities to invest cash or change allocations, we look for opportunities to convert to Roth, and we are starting to use it for risk management and insurance planning. Specifically life insurance and long-term care. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic QI Quinlan I. Financial Planner Small-Business (50 or fewer emp.) 2/24/2026 "Easy-to-Use Interface with a Quick Learning Curve" 5/5 What do you like best 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 as well; they are always eager to help with any issues that come up. We use the software all the time for planning meetings and clients love it! Review collected by and hosted on G2.com. What do you dislike about eMoney? I do not like how the connections for some accounts disconnect very often. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? eMoney allows us to map out a plan for people's lives that they otherwise would not get to see. The charts and reports are easy to understand for people who do not know that much about finances. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Josh F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh F.") JF Josh F. Participant Success Advisor Mid-Market (51-1000 emp.) 2/26/2026 "Top-Notch Monte Carlo Analysis for Clear, Confident Retirement Planning" 5/5 What do you like best about eMoney? eMoney provides me with a way to visually show and track a client their real-time net worth as well as providing confidence, clarity, and calm regarding their retirement projection. The Monte Carlo analysis is top notch and our firm can deliver clients actionable recommendations on all things pertaining to their retirement in a financial planning relationship. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? A tool to model and determine decisions for retirement planning, multi-year tax planning, and life insurance needs in a way that is easily understandable and shareable with clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DG Dalton G. Financial Planning Associate Small-Business (50 or fewer emp.) 8/14/2025 "Comprehensive Financial Planning Made Easy" 5/5 What do you like best 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 when it comes to creating impressive, comprehensive financial plans. The data entry is intuitive and easy to understand. Goals planning and decision center are life savers when it comes to analyzing specific scenarios for most clients. Review collected by and hosted on G2.com. 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 automatically rolls the prior payment to a new debt. Currently, if a debt gets paid off mid-year, I have to manually figure out how much to apply to the next debt that year and then do the full amount the following year. It's just not very precise and takes a lot of time. 2. Home purchases with shorter and more specific time horizons. If a client/prospect says to me: "My lease is up in June next year. I want to buy a house at that time." It's really challenging to accurately model that for them to account for 6 months of rent plus a mortgage payment for the rest of the year. The current Buy/Sell Transaction feature would just start the mortgage on January 1 and over project their spending. It obviously doesn't make a huge difference in their overall long-term plan, but I would love to be able to project short term plans more effectively. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? Giving clients peace of mind about their future. Or helping clients see the path to get on the right track for their financial health. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MK Michelle K. Director, Financial Planning Enterprise (\> 1000 emp.) 8/14/2025 "eMoney is a powerful planning software that allows me to do detailed, complex planning." 5/5 What do you like best about eMoney? I love how detailed eMoney allows me to get with cash flow modeling. I pretty much exclusively use the advanced planning mode, and data entry is efficient. I started using the software 2 years ago, and I receive da lot of support from eMoney as a new user. I had an eMoney coach that helped me to understand how I could best leverage the software in my work with clients, and she directed me to a lot of helpful resources. Their help database has a ton of resources in lots of different formats on pretty much any topic you can think of. I almost never have problems with our Tamarac account integration. Review collected by and hosted on G2.com. 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 will have a very unique situation like selling a future property after a remodel and a mortgage rate adjustment which is a pain to model. If something goes wrong, it an be tough to troubleshoot and find the problem. eMoney support is the best resource if you run into that type of problem, but they can also struggle on very complex issues. I don't always get a helpful resolution on my complex questions and often I have to try to find a workable solution I can present to the client myself. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? We do detailed, complex financial planning for all our clients. eMoney allows us to build detailed, complex plans very efficiently. Clients love seeing the planning scenarios we build for them in Decision Center. They find the results insightful, and they are able to make financial decisions with a better understanding of the long-term impact of their decisions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic KL Kevin L. Associate Financial Advisor Small-Business (50 or fewer emp.) 8/14/2025 "eMoney Review" 5/5 What do you like best about eMoney? I like that it is extremely easy to navigate and present with clients. The implementation into our business has been seemless and integrates with other software that we use like Black Diamond. We use this with every client and it adds a huge value to what we do as advisors to be able to change different assumptions and allow clients to look at their plan from a holistic point of view. Review collected by and hosted on G2.com. What do you dislike about eMoney? It is crucial that the data you input is analyzed before showing a client. There are various assumptions eMoney makes that we might not make intuitively as advisors like the method of withdrawing funds in retirement. These are customizable, but it is important to double check before meeting with a client. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? It is helping us discover optimal retirement savings, withdrawals, and giving clients an overall view of their financial picture for the long term. We love running the Monte Carlo simulation and displaying the asset spread with clients to give them an idea of how things look. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TC Tayler C. Financial Planner Mid-Market (51-1000 emp.) 11/21/2025 "Comprehensive Reporting and Financial Planning Made Easy" 5/5 What do you like best 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 nice and I love that I can add pictures to describe the issue I am having. I use it every day for every client I serve. Review collected by and hosted on G2.com. What do you dislike about eMoney? I wish we could have access to healthcare simulators/IRMAA brackets. The integrations for some smaller credit unions isn't great. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? How much to save for college, retirement plans and how much to save, Roth conversion strategies. This allows me to provide white glove service to my clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AE Alyssa E. Investment Adviser Representative Small-Business (50 or fewer emp.) 8/15/2025 "A Necessity" 5/5 What do you like best 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 respond. They actually hear out ideas and suggestions and will work with you to help accurately represent situations in the Decision Center. Everything about this software is a must-have and must-use for advisors who care about giving quality advice. I use eMoney daily and out clients have grown to love the Vault as a means of sharing documents. It intergrates seamlessly with the accounts we oversee and clients are able to update outside accounts on their end. It is an easy to use, intuitive software that I don't think I could ever work without. Review collected by and hosted on G2.com. What do you dislike about eMoney? There is truly not one thing I dislike about eMoney. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? eMoney allows me to visually run through future years and the effect decisions today have on portfolio longevity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AB Andrew B. COO, Financial Advisor Small-Business (50 or fewer emp.) 4/25/2025 "A versatile solution that truly adds value" 5/5 What do you like best about eMoney? We say that our firm is "financial planning centric." eMoney is key to enabling us to live this out. It is robust and also constantly evolving to bring new tools and adapt to changes in markets, policy, and more. Most of all, it allows to illustrate the impact of potential decisions in the context of a client's complete financial picture, rather than in isolation. This helps to avoid unintended consequences and narrow thinking. Review collected by and hosted on G2.com. What do you dislike about eMoney? If there is anything to dislike, it is that it can be a bit clunky to navigate through. Also, the client portal's budgeting tool struggles at times to properly categorize spending, and the connections to outside accounts frequently break. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? Financial planning is complex, in that very few parts exist on a truly standalone basis. Nearly everything you choose will impact at least one other element of the plan. Without comprehensive software like eMoney, it's really difficult to analyze things within this interconnected web of decision points. eMoney does a great job bringing it all together, and also helping us illustrate both the short- and long-term impacts of a set of decisions. This allows us to do what we set out to do, which is to give our clients visibility into and confidence around the long-term, so that they can more completley and confidently enjoy the near term. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DK Dan K. Owner Small-Business (50 or fewer emp.) 4/25/2025 "eMoney, the Financial Planning Gold Standard" 5/5 What do you like best about eMoney? eMoney is the most comprehensive financial planning software available. It allows the serious planner to model anything a client throws at you. Their customer service is second to none, with a knowledgeable representative available to assist you with almost any question you may have. Review collected by and hosted on G2.com. What do you dislike about eMoney? Due to its highly accurate cash-flow modeling, eMoney does take more time than less detailed planning tools available. However, eMoney does offer a simpler planning tool, which I haven't used, as my clients and I appreciate the more detailed planning. Review collected by and hosted on G2.com. What problems is eMoney solving and how is that benefiting you? As part of the planning process, the client links their various investment accounts. This helps reduce time considerably in building their financial plan. The linked accounts, for the most part, require little maintenance. For those links needing maintenance, the eMoney customer service is very responsive and helps in resolving link issues. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about eMoney? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about eMoney ](https://www.g2.com/products/emoney/discussions/new) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity over 6 years ago How does eMoney differ from other wealth management platforms? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity over 6 years ago How does eMoney keep its data secure? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/how-does-emoney-keep-its-data-secure) [ View all Discussions ](https://www.g2.com/products/emoney/discuss) ## Pricing Options Pricing provided by eMoney. ### eMoney Plus Free Trial 1 User Per Year ### eMoney Premier Free Trial 1 User Per Year ### eMoney Pro Free Trial 1 User Per Year [ View More Pricing Information ](https://www.g2.com/products/emoney/pricing) eMoney Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c94e1afb5529660f204d8fe9263d504e/envestnet-moneyguide.png "Product Avatar Image") Envestnet | MoneyGuide 4/5(23) [ Compare Now ](https://www.g2.com/compare/envestnet-moneyguide-vs-emoney) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d4685daaf8864e397de900382f39320b/rightcapital.png "Product Avatar Image") RightCapital 4.6/5(14) [ Compare Now ](https://www.g2.com/compare/rightcapital-vs-emoney) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_75a53801b751cd36a8f7cad2be878ab1/morningstar-direct-advisory-suite-formerly-advisor-workstation.png "Product Avatar Image") Morningstar Direct Advisory... 4.1/5(285) [ Compare Now ](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-emoney) ##### ##### eMoney Features Functionality Customizable Reporting Market Analytics Client Portal Integration Accounting Integration Risk Management Platform Additional Functionality Dashboard Cloud Platform Content Automation Content Library [ View More Features ](https://www.g2.com/products/emoney/features) ## Top-Rated Alternatives [ ![Envestnet | MoneyGuide](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Envestnet | MoneyGuide") Envestnet | MoneyGuide 4/5(23) ](https://www.g2.com/products/envestnet-moneyguide/reviews) [ ![RightCapital](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RightCapital") RightCapital 4.6/5(14) ](https://www.g2.com/products/rightcapital/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/emoney/competitors/alternatives) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)[Financial Analytics](https://www.g2.com/categories/financial-analytics) ##### Explore More [Which Autodesk Construction Cloud integration partners offer customisable access permissions and workflow settings for large multi-discipline project teams?](https://www.g2.com/discussions/which-autodesk-construction-cloud-integration-partners-offer-customisable-access-permissions-and-workflow-settings-for-large-multi-discipline-project-teams)[Which hard drive cloning platforms have the best recovery and undo capabilities for data safety during migrations?](https://www.g2.com/discussions/which-hard-drive-cloning-platforms-have-the-best-recovery-and-undo-capabilities-for-data-safety-during-migrations)[Top identity management service for startups](https://www.g2.com/discussions/looking-for-the-top-identity-management-service-for-startups-let-s-discuss) [Best AI video generation platforms for social media content](https://www.g2.com/discussions/which-is-the-best-ai-video-generation-platform-for-social-media-content)[Best PRM software recommendations](https://www.g2.com/discussions/recommendations-for-the-best-partner-relationship-management-prm-software)[Pros and Cons Details](https://www.g2.com/products/emoney/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)