Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fluxo represents the next generation of financial management. It seamlessly combines automated financial planning with your business’s data, eliminating the frustrations typically associated with spreadsheet-based planning. Traditional methods often prove cumbersome, while current alternatives can lack the necessary flexibility and speed. With Fluxo, you’ll experience a highly adaptable modeling interface that integrates effortlessly with your reports and data, allowing for swift and uncomplicated setup. This platform empowers your team to accelerate their workflow by reducing time spent on manual processes and fostering improved collaboration. You can synchronize your financial plans with both operational and financial data effortlessly. Utilize our intuitive model builder to create your financial plans with ease. Ensure that everyone in your organization remains aligned through real-time collaboration and shared reporting features, avoiding the hassle of constant file exchanges. Design visually appealing reports tailored to your needs and distribute them to colleagues, board members, or investors. Additionally, a single financial plan can accommodate an unlimited number of scenarios based on varying future assumptions, enabling you to start with an existing scenario and adjust only the parameters you wish to modify. Embrace the power of Fluxo to transform the way you approach financial planning and strategy.
Description
Engaging in financial matters doesn't have to be a daunting task, nor do the technological solutions that facilitate them. At eMoney, we are dedicated to providing cutting-edge, planning-oriented solutions that drive your business forward. Our all-encompassing financial planning platform is tailored to fit your operational style and designed to expand in accordance with your firm's increasing demands. From independent financial advisors to large corporate teams, our seamless solutions cater to the diverse and shifting requirements of your clients, whether they require simple or sophisticated assistance. eMoney transcends being merely a top-tier financial planning software; it is a comprehensive platform that aids in transforming prospects into loyal clients, fostering collaboration on financial strategies, and efficiently managing business operations. This allows you to dedicate more time to your primary passion: guiding clients as they prepare for their financial futures. In a world where financial planning is crucial, eMoney ensures that you are equipped with the tools needed for success.
API Access
Has API
API Access
Has API
Integrations
CoinTracker
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
QuickBooks Online
Sage Accounting
Slack
SmartOffice
Tres Finance
Integrations
CoinTracker
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
QuickBooks Online
Sage Accounting
Slack
SmartOffice
Tres Finance
Pricing Details
$125 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fluxo
Country
United States
Website
www.fluxo.ai/
Vendor Details
Company Name
eMoney Advisor
Founded
2001
Country
United States
Website
www.emoneyadvisor.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management