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eMoney Advisor, LLC.

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67 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2000

Profile Name

Star Rating

59
4
3
0
1

eMoney Advisor, LLC. Reviews

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Profile Name
Star Rating
59
4
3
0
1
Steven S.
SS
Steven S.
Financial Planning and Wealth Management
11/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

Emoney Financial Planning Software

Emoney is the most comprehensive piece of planning software I have used. It strike a balance between its ease of use and full set of planning features. If you are trying to do a simple plan, you can enter basic client information into Emoney in a few clicks and have both a good understanding of the overall financial picture and a number of reports to share with them. If you need more complex planning, Emoney can drill down and provide a very detailed or nuanced analysis of almost any financial situation.
Gregory M.
GM
Gregory M.
Client Operations Senior Associate at Pensionmark Financial Group
11/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great User Experience

It has great user interface and the tools and resources are great.
Kelsey C.
KC
Kelsey C.
Enthusiastically educating people about wealth planning
11/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

Comprehensive planning software for complex financial plans

I love the what if capabilities. I deal with a lot of real estate investors who have pretty compled financial planning needs and the ability to show them all of the alternatives is a huge help

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HQ Location:
Radnor, PA

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@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