eMoney

"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?

"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?

"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.

"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.

"eMoney is great"

What do you like best about eMoney? EMoney is a very robust software that our clients love to use. What do you dislike about eMoney?

"Emx is fantastic"

What do you like best about eMoney? Decision center and making planning changes on the fly What do you dislike about eMoney?

"Excellent Financial Planning Software"

What do you like best about eMoney? 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.

"Great product with great platform integration"

What do you like best about eMoney? 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 ...

"Excellent planning tool"

What do you like best about eMoney? Love that this product links our accounts from Pershing. Makes it very easy for our clients to link any outside holdings. What do you dislike about eMoney?

"emXPro"

What do you like best about eMoney? Very in depth and user friendly financial planning software. What do you dislike about eMoney?