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eMoney Advisor, LLC.

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4.7 out of 5 stars
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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Star Rating
59
4
3
0
1
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 da 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.
Verified User in Financial Services
UF
Verified User in Financial Services
08/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

EMoney is an industry best tool

|eMoney
Emoney is an industry best financial planning tool and an integral part of any financial planning or advisory firm. It does a great job of helping client engage in the process and gain more clarity on their situation

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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