eMoney
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eMoney Reviews & Product Details - Page 5

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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
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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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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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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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Verified User in Financial Services
UF
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?

Monte carlo allows for a good basis of financial success hitting client goals. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

Training. We get little to no depth training. Review collected by and hosted on G2.com.

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

Getting financial documentation approved through our broker dealer.moo Review collected by and hosted on G2.com.

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Verified User in Financial Services
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Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about eMoney?

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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

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. Review collected by and hosted on G2.com.

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

We use eMoney as our financial planning software. It allows us to put together comprehensive financial plans for our clients and present them in a modern & technologically advanced way. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about eMoney?

The integrated account aggregation and the client facing portal. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

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. Review collected by and hosted on G2.com.

Recommendations to others considering eMoney:

I think there are great, newer architecture applications coming on market and would consider them before emX Review collected by and hosted on G2.com.

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

It was a solid end to end application which enabled me to deliver services to a variety of client types. I was able to avoid separate contracting for account aggregation and to some extent CRM. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about eMoney?

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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

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. Review collected by and hosted on G2.com.

Recommendations to others considering eMoney:

My recommendation would be to continue evolvng the product to keep up with the financial planning industry. I would also like to see a desktop app that would allow for easy uploads and downloads of documents to the Vault. Review collected by and hosted on G2.com.

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

This tool allows us to solve the important financial planning need we have since we are a comprehensive financial planning RIA. The tool delivers reliable, accurate, and secure results. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
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Incentivized Review
What do you like best about eMoney?

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. Review collected by and hosted on G2.com.

What do you dislike about eMoney?

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. Review collected by and hosted on G2.com.

Recommendations to others considering eMoney:

If you are in the business of financial planning and need a way to aggregate all of your client's financial information, and plan to produce a viable financial plan, with some serious calculations and forecasting to back it up, then this product is a must. There may be other products out there, but this one is very user friendly, and offers great benefit to your clients. Review collected by and hosted on G2.com.

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

the problem of being able to analyze a large amount of financial data from many different sources has always been a major hurdle for financial planners, and this software really helps us do that in a much more concise and understandable manner. Review collected by and hosted on G2.com.

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eMoney