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eMoney

Wealth Management Technology That Helps You.

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eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage your clients meaningfully, manage your practice efficiently, streamline your technology and grow your business.
eMoney Advisor
1999
United States
  • Financial-services
1 Industry
  • English
1 Language

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Blogs
  • Webinars
  • Case Studies
  • On-Site Training

eMoney Core Features

Financial Planning

  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Risk Management
  • Tax Management

Investment Management

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management

eMoney Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page
  • 14 Days Trial

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