eMoney Advisor Review
Allows clients access to view all of their clients' accounts through portfolio aggregation. It provides Financial planning models for …
Overview
What is eMoney Advisor?
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.
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Reviewer Pros & Cons
Pricing
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What is eMoney Advisor?
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is RightCapital?
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Product Demos
eMoney Integration Update: AdvisoryWorld
YouTube
Product Details
- About
- Tech Details
What is eMoney Advisor?
eMoney Advisor Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
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Reviews and Ratings
(9)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
Users have provided several recommendations for emoney based on their experiences. The most common recommendations include taking advantage of training and resources to increase familiarity with the product, considering newer architecture applications before choosing emoney, and evolving the product to keep up with the industry. Some users also express a preference for a desktop app for easy document uploads and downloads to the Vault. Overall, users find emoney to be a powerful tool for password encryption and funds transfer encryption, as well as a great asset for growing businesses and servicing existing clients.
Reviews
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January 03, 2024
eMoney Advisor Review
Allows clients access to view all of their clients' accounts through portfolio aggregation. It provides Financial planning models for advisors to create detailed financial plans for needs and goals for clients' financial future. It offers different investment solutions for clients' retirement—one central location for all their savings and retirement plans.
- Account Aggregation
- Investment Goals
- Social Security Analyzer
- More concise reports
- Better account aggregation software
- Better communication with staff on updates
- Client referrals
- Clients willing to invest new money
- Stronger bond between client and firm
Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success.
The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated.
The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated.