QI
Financial Planner
Small-Business (50 or fewer emp.)
"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.

See what 68 reviewers think of eMoney

4.7 out of 5 · Verified reviews from real users

Read all reviews