eMoney

Revolutionize your financial planning experience.

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eMoney offers custom pricing plan

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Overview

Features

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is eMoney?

Affiliate Disclosure

eMoney is an advanced platform developed to meet the financial planning needs of financial service providers. Users gain access to a range of creative solutions to manage client finances and make informed decisions. This thorough finance planning platform assists advisors across the customer lifecycle, allowing for efficient practice management and streamlined technology. eMoney helps organizations grow their business with its highly scalable feature set. Compliance reporting, data, performance metrics, client management, and benchmarking are just a few of the tools included in this comprehensive software

Pricing

eMoney offers custom pricing plan
Free Trial available

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Mobile - iOS

eMoney software demo

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eMoney Features

Show Feature Explanation

Features Score:

Performance Metrics

Client Management (Customer)

eMoney Pricing

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Free Trial

Yes, It's available

eMoney Pricing

eMoney offers custom pricing plan

Pricing Model

Free trial
Paid Plans (Quotation Based )

Claim a Free Trial

Pricing Plans

PLUS

Platform
Foundational Planning
Advanced Analytics

PRO

Platform
Advanced Planning
Advanced Analytics

PREMIER

Platform
Foundational Planning
Advanced Planning
Advanced Analytics

GROWTH

Includes the features of Planning, plus
eMoney's Marketing Solution

Explore in-depth pricing

Screenshots of the eMoney Pricing Page

Disclaimer: Pricing information for eMoney is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for eMoney

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eMoney Reviews & Ratings

Rating Distribution

Excellent

(30)

Very Good

(0)

Good

(0)

Poor

(0)

Terible

(0)

User Review

Marcus A

12/22/23

5 out of 5

"Excellent aggregation, planning software for every size firm. Very friendly client portal."

What do you like best about eMoney? The ability to aggregate & analyze assets across multiple instuitions, custodians, and or BD's. What do you ...

Robert L

08/10/23

4.5 out of 5

"Advanced Planning"

What do you like best about eMoney? The ability to model so many "what if scenarios" real time. What do you dislike about eMoney?

Robert L

08/10/23

4.5 out of 5

"Advanced Planning"

What do you like best about eMoney? The ability to model so many "what if scenarios" real time. What do you dislike about eMoney?

Arthur C

01/20/22

4.5 out of 5

"eMoney review"

What do you like best about eMoney? Convenience and the amazing security aspects. One feels your money is safe What do you dislike about eMoney?

View all Reviews

eMoney Support

Contact

(610) 684-1100

Customer Service

Business Hours

Online

Location

San Diego, California

Reach out to eMoney Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

eMoney is a New SaaS Software. eMoney offers Client Management (Customer), Benchmarking, Analytics, Compliance Reporting, Performance Metrics and many more functionalities.

Some top alternatives to eMoney includes ReclaimAI, ZoomInfo InboxAI, Abacum, 123BizPlan and Planful.

Yes, eMoney provides API.

Yes, eMoney provides mobile app.

eMoney is located in San Diego, California

eMoney offers Free Trial, Quotation Based pricing models

We don't have information regarding integrations of the eMoney as of now.

The starting price is not disclosed by eMoney. You can visit eMoney pricing page to get the latest pricing.

Researched by Rajat Gupta