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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
Eric O.
EO
Eric O.
Subscription-Based Financial Planner
11/15/2024
Validated Reviewer
Verified Current User
Review source: Organic

Powerful and effective financial planning software

It's a cash flow-based planning software which (I believe) is the most useful and effective kind. The "Decision Center" is extremely cool and hugely helpful when building and then presenting plan options to clients. And I love the various optimizers built in. Perhaps most of all, I love how useful it is in doing tax planning — things like automatically showing you the impacts of filling up certain tax brackets with Roth conversions and what the net lifetime tax impact is. Clients also appreciate the visibility they get in their client dashboard.
Ryan A.
RA
Ryan A.
11/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

My favorite FinTech tool!

eMoney allows me to better serve my clients by organizing all data in one location that can be presented in an aesthetically pleasing manner.
Verified User in Financial Services
UF
Verified User in Financial Services
11/13/2024
Validated Reviewer
Review source: Organic

I use the money every day for my clients financial needs

I love all of the integrations it has. It is a very complex system, but Emoney makes it simple for the user to use.

About

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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