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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

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Profile Name
Star Rating
59
5
3
0
1
Matthew G.
MG
Matthew G.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

eMoney lets you be the genius!

Emoney provides robust planning tools! It allows you to take your expertise behind the scenes and really create a truly remarkable plan for clients. The presentations are very easy for the client to understand.
Verified User in Financial Services
UF
Verified User in Financial Services
04/25/2025
Validated Reviewer
Review source: Organic

Meets all my needs and then some!

eMoney provides comprehensive planning tools for my practice. Customer support is outstanding. I use it daily and find it very easy to learn and implement.
JT
James T.
12/05/2024
Validated Reviewer
Review source: Organic

Looks great, could use a little more depth

E money has great aesthetics and the user interface is smooth. The clients love the portal and it takes complicated, subject matters and deliveries them, and then easily digestible manner.

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