Overview
eMoney Advisor
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.
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Core Features
Financial Planning Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
  • Tax Management
Investment Management Features
  • 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 Features
  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Vendor pricing page
14 Days Trial
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Phone
Knowledge Base
  • Help Guides
  • Blogs
  • Webinars
  • Case Studies
  • On-Site Training