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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
AB
Andrew B.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

A versatile solution that truly adds value

We say that our firm is "financial planning centric." eMoney is key to enabling us to live this out. It is robust and also constantly evolving to bring new tools and adapt to changes in markets, policy, and more. Most of all, it allows to illustrate the impact of potential decisions in the context of a client's complete financial picture, rather than in isolation. This helps to avoid unintended consequences and narrow thinking.
DK
Dan K.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

eMoney, the Financial Planning Gold Standard

eMoney is the most comprehensive financial planning software available. It allows the serious planner to model anything a client throws at you. Their customer service is second to none, with a knowledgeable representative available to assist you with almost any question you may have.
Verified User in Financial Services
UF
Verified User in Financial Services
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

Head and shoulders above the rest.

The data aggregation is best in class and the client website experience is intuitive and professional. Phone support is fantastic.

About

Contact

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