QI

Quinlan I.

Financial Planner

Small-Business (50 or fewer emp.)

2/24/2026

"Easy-to-Use Interface with a Quick Learning Curve"

5/5

What do you like best about eMoney?

I love the easy-to-use interface. As a new financial planner, I was able to learn the software in a short amount of time. I love the customer service as well; they are always eager to help with any issues that come up. We use the software all the time for planning meetings and clients love it! Review collected by and hosted on G2.com.

What do you dislike about eMoney?

I do not like how the connections for some accounts disconnect very often. Review collected by and hosted on G2.com.

What problems is eMoney solving and how is that benefiting you?

eMoney allows us to map out a plan for people's lives that they otherwise would not get to see. The charts and reports are easy to understand for people who do not know that much about finances. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

See what 67 reviewers think of eMoney

4.7 out of 5 · Verified reviews from real users

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