eMoney Advisor
More time for clients. More ways to plan.
Overview
eMoney Advisor provides a suite of wealth management and financial planning tools for advisors. Their platform includes features for cash flow planning, investment analysis, and client collaboration. eMoney is known for its interactive and visually engaging client portal, which helps advisors demonstrate the value of their advice and build stronger relationships with their clients.
✨ Key Features
- Financial Planning
- Investment Planning
- Client Portal
- Document Vault
- Advanced Analytics
- Marketing and Lead Generation
🎯 Key Differentiators
- Comprehensive and detailed financial planning capabilities
- Interactive and engaging client portal
- Strong focus on client collaboration
Unique Value: eMoney helps advisors deepen client relationships and demonstrate their value through a collaborative and transparent planning process.
🎯 Use Cases (3)
✅ Best For
- Creating detailed and comprehensive financial plans that incorporate all aspects of a client's financial life
- Providing clients with a secure and interactive portal to view their financial information and collaborate with their advisor
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Advisors who only need a basic financial planning calculator
- Firms that are not focused on providing a high-touch, collaborative client experience
🏆 Alternatives
eMoney offers more in-depth and detailed financial planning capabilities compared to some of its competitors, making it well-suited for complex client situations.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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