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Average Ratings 0 Ratings
Description
Enhance your clients' financial health and streamline their fiscal management through a single, easy-to-use platform. Allow IndustriusCFO to equip you with insightful financial comparisons against industry peers, along with actionable strategies to address any identified weaknesses. With this tool, you can discover methods to reduce expenses and increase revenue by accessing essential financial ratios specific to your sector, along with a tailored plan for business enhancement and expansion. Gain valuable insights into various industries to assess their performance and determine if they represent a favorable or unfavorable investment opportunity for your resources. The extensive IndustriusCFO database encompasses over 2,500 industries and more than a million private enterprises, making it effortless to locate the critical information you require. Furthermore, IndustriusCFO delivers a comprehensive suite of business analytics, crucial performance metrics, detailed reports, and practical suggestions, including benchmarking against industry peers. You can analyze annual financial statements, median data, visual representations, ratios, and additional insights regarding your competitors or peer groups to make informed decisions. This wealth of information empowers you to stay ahead of the competition and effectively navigate the complexities of the financial landscape.
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
SmartOffice
Tres Finance
Wealth.com
Integrations
CoinTracker
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance
Wealth.com
Pricing Details
$49 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
IndustryCFO
Country
United States
Website
www.industriuscfo.com
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