eMoney Advisor

eMoney Advisor solves critical business problems for both financial advisors and clients. For financial advisors, eMoney Advisor is a one-stop-shop for all financial planning needs. Many users report that the software has helped them create comprehensive financial plans for their clients and present them in a modern and technologically advanced way, allowing them to save time doing recurring financial plan updates. Financial advisors are also able to see their clients' outside assets and adjust them to bring them in, providing a broader picture of their total assets through the aggregation of outside accounts.

Clients using eMoney Advisor benefit from the easy-to-use platform that allows them to track budgets and pay bills 24/7, making it easy to manage finances without carrying lots of paperwork. The software provides a visual representation of a client's net worth growth, making it easy for clients to plan and grow their practices. Clients can also upload documents securely, store important documents in their Vault, and access important financial information whenever they need it. Overall, eMoney Advisor delivers reliable, accurate, and secure results helping both financial advisors and clients analyze a large amount of financial data from many different sources in a much more concise and understandable manner, saving time and ensuring better financial control.