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Wealth Management Technology That Helps You.

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
Industries
  • Financial-services
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

Media

eMoney

eMoney Core Features

Focus of Financial Planning Feature
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Risk Management
  • Tax Management
Focus of Investment Management Feature
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • 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
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page

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