eMoney Advisor Review
January 03, 2024
eMoney Advisor Review
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with eMoney Advisor
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.
Do you think eMoney Advisor delivers good value for the price?
Yes
Are you happy with eMoney Advisor's feature set?
Yes
Did eMoney Advisor live up to sales and marketing promises?
Yes
Did implementation of eMoney Advisor go as expected?
Yes
Would you buy eMoney Advisor again?
Yes