eMoney Reviews

eMoney Description

Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.

Pricing

Free Trial:

Yes

Integrations

View Integrations

Reviews

Total

ease

features

design

support

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Company Details

Company:

eMoney Advisor

Year Founded:

2001

Headquarters:

United States

Website:

www.emoneyadvisor.com

Media

Product Details

Platforms

SaaS

Type of Training

Documentation

Live Online

Webinars

In Person

Customer Support

Phone Support

24/7 Live Support

Online

eMoney Features and Options

Investment Management Software

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

Wealth Management Software

Financial Analytics Software

eMoney Lists

Financial Planning

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