Name: eMoney Advisor
Rating: 9.9 (9 reviews)
Author: eMoney Advisor

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Development

Business Intelligence (BI)

Collaboration

Data Analytics  and BI Services

Document Management

Intellectual Property (IP) Management

Meeting Management

Enterprise

Accounting

Blockchain Payments

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Referral

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Change Management

Cloud Migration

Cloud Storage

Continuous Delivery

Database-as-a-Service (DBaaS)

DevSecOps

Fraud Detection

IT Alert Management

IT Professional Services

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Server Virtualization

Software-Defined WAN

System Monitoring

Test Management

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Email Marketing

Headless CMS

Marketing Attribution

Marketing Automation

Referral Marketing

Social Media Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales Enablement

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Aviation

Camp Management

Construction Takeoff and Estimating

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Population Health Management

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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.

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.

eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.

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.

Covercy

ECOS

eMoney Advisor

Investment Portfolio Management

eMoney Integration Update: AdvisoryWorld

Likelihood to Recommend

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

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

Redtail CRM, Salesforce CMS, Morningstar Advisor Workstation

CIO (Chief Investments Officer)

eMoney Advisor

Overview

What is eMoney Advisor?