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eMoney Advisor, LLC.

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67 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2000

Profile Name

Star Rating

59
4
3
0
1

eMoney Advisor, LLC. Reviews

Review Filters
Profile Name
Star Rating
59
4
3
0
1
Josh F.
JF
Josh F.
Financial Advisor and Retirement Plans Participant Success Advisor at Korhorn Financial Group, Inc.
02/26/2026
Validated Reviewer
Verified Current User
Review source: Organic

Top-Notch Monte Carlo Analysis for Clear, Confident Retirement Planning

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.
MS
Matthew S.
02/24/2026
Validated Reviewer
Verified Current User
Review source: Organic

A Time-Travel-Like View of Clients’ Financial Futures

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.
QI
Quinlan I.
02/24/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy-to-Use Interface with a Quick Learning Curve

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!

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