Revolutionize your financial planning experience.
Add to compare
eMoney offers custom pricing plan
Log in Required to View Reviews
Filter results
Sort by :
Showing 11-20 out of 30
AU
Anonymous User
07/16/20
"Best in class but could use some improvements"
What do you like best about eMoney? Vast amount of schedules and customization What do you dislike about eMoney?
AU
Anonymous User
07/16/20
"Best in class but could use some improvements"
What do you like best about eMoney? Vast amount of schedules and customization What do you dislike about eMoney?
AU
Anonymous User
10/08/19
"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?
AU
Anonymous User
05/01/19
"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?
AU
Anonymous User
05/10/18
"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.
AU
Anonymous User
04/17/18
"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 ...
Read more
AU
Anonymous User
02/23/18
"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?
AU
Anonymous User
02/23/18
"EMoney review"
What do you like best about eMoney? 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.
AU
Anonymous User
02/23/18
"EMoney review"
What do you like best about eMoney? 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.
AU
Anonymous User
01/10/18
"emXPro"
What do you like best about eMoney? Very in depth and user friendly financial planning software. What do you dislike about eMoney?
