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eMoney Advisor, LLC.

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4.7 out of 5 stars
64 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2000

Profile Name

Star Rating

56
4
3
0
1

eMoney Advisor, LLC. Reviews

Review Filters
Profile Name
Star Rating
56
4
3
0
1
JP
John P.
11/21/2025
Validated Reviewer
Review source: Organic

Robust Planning That Drives Success

|eMoney
The robust planning is very helpful for clients.
TC
Tayler C.
11/21/2025
Validated Reviewer
Verified Current User
Review source: Organic

Comprehensive Reporting and Financial Planning Made Easy

|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.
AE
Alyssa E.
08/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

A Necessity

|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.

About

Contact

HQ Location:
Radnor, PA

Social

@eMoneyAdvisor

What is eMoney Advisor, LLC.?

eMoney Advisor, LLC is a financial technology company that provides comprehensive wealth management solutions through its innovative platform. Designed for financial advisors and institutions, eMoney’s software facilitates financial planning, client engagement, and portfolio management. The platform offers tools for cash flow analysis, retirement planning, and asset allocation, empowering advisors to deliver personalized financial strategies to their clients. With a focus on enhancing client communication and streamlining financial processes, eMoney Advisor aims to improve the overall client experience in the financial advisory industry. For more information, visit their website at https://emoneyadvisor.com/.

Details

Year Founded
2000