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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
MC
Michael C.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

Emoney has been a game changer in our firm!

|eMoney
One of my favorite features in eMoney is the interactive Facts tab. It allows us to keep track of both the accounts we manage and those we don’t, giving us a more complete view of our client's financial picture. It’s a great tool for keeping everything organized and up to date as we continue planning.
Jon H.
JH
Jon H.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

The best without a doubt

|eMoney
I love how I can get real nerdy and build plans that set me apart from my competitors, and yet it has a very nice simple client portal that my clients love.
JB
Joe B.
04/25/2025
Validated Reviewer
Review source: Organic

20 years using eMoney - it's the most effective tool to illustrate the value of planning to clients.

|eMoney
Support has been responsive, implementing user suggestions and making creative and useful improvements over the years. The latest "Decision Center" sped up the client review process with single click selection of various reports. Clients gain a sense of peace having all of their finances summarized and updating in one place, working together in a complete plan. They know they always have access to copies of important documents in "the vault". We have tracked client projections over 21 years to current, illustrating the accuracy of the system. That gives us confidence in our planning that is obvious to our clients. We now use it with nearly all clients.

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