eMoney
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eMoney Reviews & Product Details - Page 2

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eMoney Overview

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What is eMoney?

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 109,000 users across firms of all sizes, eMoney supports the financial needs of more than 6 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money. Built for flexibility and scalability, eMoney enables you to engage with prospects and clients at every stage of their financial journey. Whether you're initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility. Key Features and Benefits: Comprehensive Planning Tools: Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Industry-leading Client Portal: Deliver a differentiated client experience with the financial planning industry’s leading client portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency with secure communication, document sharing, and real-time access to financial data. Holistic Financial Insights: Power your planning experience by connecting accounts from thousands of financial institutions. Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement. Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation.

eMoney Details
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Languages Supported
English
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Product Description

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Seller Details
Seller
eMoney Advisor, LLC.
Company Website
Year Founded
2000
HQ Location
Radnor, PA
Twitter
@eMoneyAdvisor
13,939 Twitter followers
LinkedIn® Page
www.linkedin.com
624 employees on LinkedIn®
Description

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/.

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Overview Provided by:
Taryn Gwinner

Recent eMoney Reviews

JT
James T.Small-Business (50 or fewer emp.)
3.0 out of 5
"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...
Read more
Jonathan V.
JV
Jonathan V.Small-Business (50 or fewer emp.)
5.0 out of 5
"Most robust and user friendly planning platform"
In my 11 years as a financial planner, eMoney is my favorite planning platform out of more than 5 others I've tried. The pricing is also competitiv...
Read more
Eric O.
EO
Eric O.Small-Business (50 or fewer emp.)
5.0 out of 5
"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 hugel...
Read more

eMoney Pricing

eMoney Plus
Free Trial
1 User Per Year
eMoney Pro
Free Trial
1 User Per Year
eMoney Premier
Free Trial
1 User Per Year
See all 3 eMoney pricing levels
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3 people requested security information

eMoney Media

eMoney Demo - Plan Summary Report
The Plan Summary Report makes it easy to create personalized, one-page reports that reflect your client's financial priorities. Customize each report to fit your client’s unique needs and give them a clear, consolidated view of their financial plan.
eMoney Demo - Decision Center
Keep clients engaged and confident with Decision Center, where you can easily add "what-if" scenarios and stress-test plans in real time. This interactive tool visually shows the impact of decisions, making the planning process more collaborative and informed.
eMoney Demo - Longevity Risk Report
Our reporting tools give you everything you need to model and present complex financial plans. With reports like Longevity Risk, you can see how long a client can fund their cash flows and the age when their Monte Carlo success rate falls below the confidence level you set —helping you give clien...
eMoney Demo - Multi-View in Decision Center
Easily visualize plan recommendations across multiple reports with Multi-View in Decision Center. With a personalized, comprehensive financial picture in one dashboard and customized templates that empower you to work more efficiently—you can spend more time on meaningful conversations with your ...
eMoney Demo - Client Portal
The client portal empowers advisors to leverage technology to build user loyalty, enhance efficiency, and drive revenue.
eMoney Demo - My Plan
My Plan is a new tab within the client portal that presents a user's financial plan in a personalized ribbon format at the top of the page, organized by topic.
eMoney 2024 End of Year Video
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eMoney 2024 End of Year Video
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45 eMoney Reviews

4.5 out of 5
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45 eMoney Reviews
4.5 out of 5
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eMoney Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for eMoneyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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JT
Managing Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about eMoney?

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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The product needs a little more teeth behind it. While it looks great it doesn't cover every topic that a financial plan should cover nor does it provide much guidance on how to improve a plan with prescribed planning techniques. Review collected by and hosted on G2.com.

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

The best piece about E money is the client deliverables. Much of the planning work we can handle without any money, but we can't create the great aesthetics that the product has. Review collected by and hosted on G2.com.

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Ryan A.
RA
Investment Advisor Representative
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Organic
What do you like best about eMoney?

eMoney allows me to better serve my clients by organizing all data in one location that can be presented in an aesthetically pleasing manner. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

That they do not currently have an app, but I am hearing one will be coming out in 2025. Review collected by and hosted on G2.com.

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

eMoney keeps all data organized and up to date without me having to do so manually. Review collected by and hosted on G2.com.

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MC
Financial Advisor
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Organic
What do you like best about eMoney?

The ease of use of gathering and inputting the data into the software. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The links to smaller institutions break and that is painful to reinstall those time after time. Review collected by and hosted on G2.com.

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

The Goal Planner, the Decision Center, and the reports are top notch. So, it is helping me plan the future for my clients. Review collected by and hosted on G2.com.

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Gregory M.
GM
Client Operations Senior Associate
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about eMoney?

It has great user interface and the tools and resources are great. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Some tools can be very complex and we both simple analysis need and complex. Both. Review collected by and hosted on G2.com.

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

It is letting clients know their financial future outlook and needs Review collected by and hosted on G2.com.

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Verified User in Consulting
CC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about eMoney?

I have been using this platform for years now and it continues to be useful, relevant, and a big part of the client relationship. Easy to use. Easy to Implement. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

I am good with the features i am utilizing and what they do for my business. Review collected by and hosted on G2.com.

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

Consolidation of accounts. Planning software and Vault usage for Estate Planning needs. Review collected by and hosted on G2.com.

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Ryan S.
RS
Director of Planning
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about eMoney?

It allows the opportunity to help organize ones financial story Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Not every instutition is compatibe with eMoney which can be frustrating for some clients and for planning purposes Review collected by and hosted on G2.com.

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

Their interface is extremely user friendly! Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about eMoney?

I love all of the integrations it has. It is a very complex system, but Emoney makes it simple for the user to use. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The connections can be frustrating, and sometimes Emoney cannot establish a connection with a well-known institution Review collected by and hosted on G2.com.

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

Emoney helps me develop comprehensive financial plans for my clients that they can understand Review collected by and hosted on G2.com.

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Marcus A.
MA
Managing Partner, Senior Portfolio Manager at BlueChip Wealth Advisors
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about eMoney?

The ability to aggregate & analyze assets across multiple instuitions, custodians, and or BD's. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Lack of performance reporting ability. Also lacks a good personal risk questionnaire as far as I know. Review collected by and hosted on G2.com.

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

Keeping clients informed & updated. Planning software combined with user friendly client portal. Review collected by and hosted on G2.com.

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Robert L.
RL
Financial Planner at Prudential Financial
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about eMoney?

The ability to model so many "what if scenarios" real time. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

With so many options it can be overwhelming. Review collected by and hosted on G2.com.

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

Being able to show clients realistic projections. Review collected by and hosted on G2.com.

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AC
Academic Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
What do you like best about eMoney?

Convenience and the amazing security aspects. One feels your money is safe Review collected by and hosted on G2.com.

What do you dislike about eMoney?

The fact that you forget your password and a few attempts may block you. Review collected by and hosted on G2.com.

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

The fact that I can access 24/7 to pay my bills. I don't to carry lots of cash Review collected by and hosted on G2.com.

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eMoney