45 eMoney Bewertungen
Gesamtbewertungsstimmung für eMoney
Melden Sie sich an, um die Bewertungsstimmung zu sehen.
It's very easy to input and analyze client data- eMoney has organized it in a very logical way. There are lots of reports that can be ran and presentations that can be created, and clients have really enjoyed seeing all these features. Bewertung gesammelt von und auf G2.com gehostet.
You can't easily track changes that are made to a client's base plan, so it can be hard to tell what has changed. Bewertung gesammelt von und auf G2.com gehostet.
The integrated account aggregation and the client facing portal. Bewertung gesammelt von und auf G2.com gehostet.
Much of the planning functionality was dated and cumbersome. Getting data out of the system was difficult or impossible. I don't think eMoney is focused on individual practitioners. Bewertung gesammelt von und auf G2.com gehostet.
Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have used and offers great integration with our client management platform. Bewertung gesammelt von und auf G2.com gehostet.
Emoney emX has worked great for us. The only small thing that I can point out that has slowed us a bit is that the storage feature called the Vault does not integrate with any other storage services not does it have a desktop app that would allow for document upload and downloads to occur much faster. Bewertung gesammelt von und auf G2.com gehostet.
We use emX (we still call it eMoney) in our firm to aggregate and analyze client data, and produce financial planning ideas for our clients. We like that it provides a one stop shopping approach to aggregate of the client's financial information so that we can come up with a plan that fits their needs and helps them accomplish their financial goals. I personally use it to aggregate my own personal finances, and like how I can link all of my accounts to it, so that I can use it for budgeting, and to know exactly where I am at with my budget at all times. Bewertung gesammelt von und auf G2.com gehostet.
I don't like that my accounts (and client's accounts) often get disconnected to the system. This is almost always due to the vendors themselves, and their lack security measures that block, or disconnect the connections. Bewertung gesammelt von und auf G2.com gehostet.
