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eMoney Advisor, LLC.

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4.7 out of 5 stars
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

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Profile Name
Star Rating
59
5
3
0
1
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 our clients have grown to love the Vault as a means of sharing documents. It integrates 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.
DG
Dalton G.
08/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

Comprehensive Financial Planning Made Easy

|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.
MK
Michelle K.
08/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

eMoney is a powerful planning software that allows me to do detailed, complex planning.

|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 a 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.

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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