eMoney

"Great platform "

What do you like best about eMoney? Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet

"Very Powerful Financial Planning Tool"

What do you like best about eMoney? The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. What do you dislike about eMoney?

"Awesome tool for advisors and clients"

What do you like best about eMoney? I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed.

"Modern Financial Planning"

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.

"Emoney emX"

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.

"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?

"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?

"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 ...

"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?

"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.