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eMoney Advisor, LLC.

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

Profile Name

Star Rating

59
5
3
0
1

eMoney Advisor, LLC. Reviews

Review Filters
Profile Name
Star Rating
59
5
3
0
1
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!
JP
John P.
11/21/2025
Validated Reviewer
Review source: Organic

Robust Planning That Drives Success

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

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.

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