45 eMoney Reviews
Overall Review Sentiment for eMoney
Log in to view review sentiment.
We like that we have all of our client's information at our fingertips. Being we are also an accounting firm, we can upload their tax returns to the vault and the clients can have easy access. Everything is seen as a snapshot which is great for the clients. The clients like that all of their information can be stored in one place and that they can log on easily and see where they stand financially. The ability to run various scenarios and reports is very beneficial also. This opens up conversations with clients to see what other issues we can assist them with. Review collected by and hosted on G2.com.
There needs to be further integration with our clearing firm so that when we update an address or email, it is reflected on the emoney site. Sometimes the chat function for support is not always available and that can be slightly inconvenient. Review collected by and hosted on G2.com.
It allows clients to track their expenses, set goals, budgets similar to mint. It is enhanced in that a financial planner has the ability to view these goals, make suggestions, and help plan for the client's goals Review collected by and hosted on G2.com.
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find. Review collected by and hosted on G2.com.
Great financial software that can be used for planning, aggregation, tracking client goals and assisting with budgeting. Lots of customization available! Tons of webinars for training and excellent client support for users. Review collected by and hosted on G2.com.
Aggregation doesn't always work and accounts can become disconnected. Review collected by and hosted on G2.com.
I like how the accounts can be integrated into one portal for a client and they can integrate their outside accounts Review collected by and hosted on G2.com.
sometimes emoney says there is a problem with integration when an account is 0. Review collected by and hosted on G2.com.
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional business for the advisor Review collected by and hosted on G2.com.
Difficult to begin working with and integrating practice into system; learning curve Review collected by and hosted on G2.com.
Love that this product links our accounts from Pershing. Makes it very easy for our clients to link any outside holdings. Review collected by and hosted on G2.com.
I wish it would allow update to our client profiles directly from Pershing. When we change an address it will not transfer over to Emx Review collected by and hosted on G2.com.
The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. Review collected by and hosted on G2.com.
Sometimes getting a desired technique is not possible. Review collected by and hosted on G2.com.
I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed. Review collected by and hosted on G2.com.
How technical it can be someone to get connections set up. Review collected by and hosted on G2.com.
Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet Review collected by and hosted on G2.com.
There is nothing to dislike about the emx platform there have a great platform Review collected by and hosted on G2.com.
