45 eMoney Reviews
Overall Review Sentiment for eMoney
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Excellent planning capability. Comprehensive, thorough and integration with a robust tax engine - helps create confidence when drafting high complexity goals based plans for high net worth business owners and professionals. Review collected by and hosted on G2.com.
I wish they had a monthly cash flow engine, rather than annual. Returns are all monthly. It would be great if there was more flexibility with Monte Carlo inputs and non-linear return distributions. That said, there are tons of add-ons that make a lot of these issues moot. Its a very strong platform. Review collected by and hosted on G2.com.
Client portal. Our clients love the client portal. Also shows things very well with the graphs and pictures with makes it easy for clients to understand. Review collected by and hosted on G2.com.
Can be tedious and there is a lot. Sometimes customer service and you arent on the same page. Review collected by and hosted on G2.com.
Flexible rule creation. That makes categorizing easier. Review collected by and hosted on G2.com.
I dislike the buginess, the inconsistency in how budgets are added up, the fact that it says things like that I am viewing "4 of 3 accounts".... In many respects it's alpha software, not run through any kind of serious quality assurance process. Review collected by and hosted on G2.com.
A balance of charges and credits of complete monetary values, are acquired through the use of the collaborative tools of emoney software, a program that corresponds to the most advanced and professional system of transference of payments at enterprise level, which with a blue logo with calligraphic letters, defines a fast interface by nature and a robust web approach of impressive speed, where its evolution of payment processing , simplification of product prices, point of sale application, comprehensive reporting and analysis, intelligent campaign creation selection, administrative information load routing to email, profitable mobile format sharing, customer service customization, platform money development security, and a differential savings plan arises thanks to this advanced and distinctive business operation information joint programming. Review collected by and hosted on G2.com.
In emoney there is a problem with the activation of automatic payment tracking, in which its digital operation is deficient because it avoids the programming of payment notification checkpoints in my company, so this error has caused me a degree of ignorance of economic adjustments and a disproportionate assessment of financial administrative controls in the cloud, causing an indisposition of traffic of informative answers about handling and transfer of assets to different digital accounts, so that their relationship of intuitive trade is affected when providing this type of digital inconveniences, having to make an improvement to the system of presentation loads of movements of account of the company to have a tight creation of customizable reports of funds management. Review collected by and hosted on G2.com.
E-money provides all of your client's investments, insurance, and banking all in one place. It gives updates on client's investment portfolios with gains, losses current market value. Review collected by and hosted on G2.com.
Inputting all of your client's information. It is very tedious and can take a long time. Review collected by and hosted on G2.com.
EMoney is a very robust software that our clients love to use. Review collected by and hosted on G2.com.
The part of emoney I run into the most problems with is the connections and trying to keep them up to date. Review collected by and hosted on G2.com.
The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive and good at solving problems or helping to find work arounds. I would definitely recommend this software for any advisor doing financial planning. Review collected by and hosted on G2.com.
The only thing I would consider a dislike is the price of the software. It’s expensive, but you get what you pay for. Review collected by and hosted on G2.com.
