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Showing 1-10 out of 30
MA
Marcus A
12/22/23
"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 dislike about eMoney?
RL
Robert L
08/10/23
"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?
RL
Robert L
08/10/23
"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?
AC
Arthur C
01/20/22
"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?
AC
Arthur C
01/20/22
"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?
AU
Anonymous User
12/23/21
"Fabulous Platform for Alternative Investment RIAs"
What do you like best about eMoney? Very user friendly and quite intuitive!! What do you dislike about eMoney?
PK
Peter K
07/20/21
"Excellent financial planning package for complex planning needs"
What do you like best about eMoney? 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.
AU
Anonymous User
05/20/21
"Best use for emoney"
What do you like best about eMoney? 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.
AU
Anonymous User
12/08/20
"Balanced productions of precise payment formation you find it with emoney"
What do you like best about eMoney? 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 ...
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AU
Anonymous User
12/08/20
"Balanced productions of precise payment formation you find it with emoney"
What do you like best about eMoney? 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 ...
Read more
