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eMoney Advisor
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Helping People Talk About Money
Table of Contents
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eMoney Advisor - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: March 2026
eMoney Advisor overview
What is eMoney Advisor?
eMoney Advisor specializes in financial planning software that supports advisors in fostering dynamic client relationships and streamlined business processes. Its offerings include account aggregation, client portals, decision centers, and Monte Carlo analysis for robust planning scenarios. The platform gathers various financial data points, enabling a cohesive client view. Through an accessible client portal, advisors maintain constant connectivity, providing transparency and continuous insights. Tailor-made for diverse client needs, the solutions range from scalable goals-based planning with eMoney Advisor Plus, to the intricate cash-flow analyses of Pro and Premier, positioning the advisor to address simple to complex financial situations effectively.
Starting price
Alternatives
with better value for money
eMoney Advisor’s user interface
eMoney Advisor reviews
Overall rating
4.2
/5
16
Positive reviews
88
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.5/10
5
4
3
2
1
7
7
0
2
0
Simon H.
Investment Consultant
Amanda L.
CFP
Chris M.
Advisor
Linda C.
Owner
Linda C.
Owner
Clark D.
Web Developer
Who uses eMoney Advisor?
Based on 16 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewseMoney Advisor's key features
Most critical features, based on insights from eMoney Advisor users:
All eMoney Advisor features
Features rating:
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eMoney Advisor pricing
Pricing plans
Pricing details:
Plus
No pricing info
Pro
No pricing info
Premier
No pricing info
User opinions about eMoney Advisor price and value
Value for money rating:
To see what individual users think of eMoney Advisor's price and value, check out the review snippets below.
Simon H.
Investment Consultant
Amanda L.
CFP
eMoney Advisor integrations (7)
Top integrations
eMoney Advisor support options
Typical customers
Platforms supported
Support options
Training options
eMoney Advisor FAQs
eMoney Advisor has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does eMoney Advisor support?
eMoney Advisor supports the following languages:
English
Q. Does eMoney Advisor support mobile devices?
eMoney Advisor supports the following devices:
Android, iPad, iPhone
Q. Does eMoney Advisor offer an API?
Yes, eMoney Advisor has an API available for use.
Q. What level of support does eMoney Advisor offer?
eMoney Advisor offers the following support options:
Chat, 24/7 (Live rep), Email/Help Desk, Phone Support, Knowledge Base