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eMoney Advisor

Helping People Talk About Money

Table of Contents

eMoney Advisor - 2025 Pricing, Features, Reviews & Alternatives

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 from

No pricing info

Alternatives with better value for money

eMoney Advisor's key features

Most critical features, based on insights from eMoney Advisor users:

Data Import/Export

3.0

(1)

All eMoney Advisor features

Features rating:

4.2

(15)

"What If" Scenarios

(0)

Activity Dashboard

(0)

Alerts/Notifications

(0)

API

(0)

Audit Trail

(0)

Benchmarking

(0)

Bonds/Stocks

(0)

Branch Optimization

(0)

Budgeting/Forecasting

(0)

Cash Flow Management

(0)

Cash Management

(0)

Client Management

(0)

Client Portal

(0)

Collaboration Tools

(0)

Compliance Management

(0)

Compliance Tracking

(0)

Customer Engagement

(0)

Customizable Branding

(0)

Customizable Reports

(0)

Customizable Templates

(0)

Dashboard Creation

(0)

Data Visualization

(0)

Debt Management

(0)

Expense Management

(0)

Financial Analysis

(0)

Financial Management

(0)

For Financial Institutions

(0)

For Investment Advisors

(0)

Fund Management

(0)

General Ledger

(0)

Income & Balance Sheet

(0)

Investment Management

(0)

Investments Tracking

(0)

Mobile Access

(0)

Modeling & Simulation

(0)

Performance Metrics

(0)

Planning Tools

(0)

Portfolio Analysis

(0)

Predictive Analytics

(0)

Rate of Return Analysis

(0)

Real-Time Data

(0)

Reporting/Analytics

(0)

Risk Analysis

(0)

Risk Assessment

(0)

Risk Management

(0)

Scenario Planning

(0)

Secure Data Storage

(0)

Stress Tests

(0)

Third-Party Integrations

(0)

Transaction History

(0)

Visual Analytics

(0)

Workflow Management

(0)

eMoney Advisor alternatives

eMoney Advisor

4.3

(15)

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.5

Features

4.2

Value for Money

3.6

Customer Support

4.0

NetSuite

4.2

(1.6K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.2

Value for Money

3.8

Customer Support

3.8

Financial Services Cloud

4.7

(3)

visit website

Starting from

300

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.0

Value for Money

4.3

Customer Support

4.7

Trovata

4.5

(26)

visit website

Starting from

24000

Per year

Free trial

Free version

Ease of Use

4.5

Features

4.2

Value for Money

4.6

Customer Support

4.9

eMoney Advisor pricing

Value for money rating:

3.6

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

eMoney Advisor integrations (7)

Top integrations

Morningstar Advisor Workstation

eMoney Advisor support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Chat

24/7 (Live rep)

Email/Help Desk

Phone Support

Knowledge Base

Training options

In Person

Documentation

Live Online

Webinars

Videos

eMoney Advisor reviews

Overall rating

4.3

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.5/10

Rating distribution

Pros

“Very good financial planning tool, allowing clients to participate with their own secure vaults and ability to connect outside accounts, and the layout is pretty intuitive and clear.”

Simon H.

Investment Consultant

“Best part of this software is the capabilities of cash flow projection with detailed accounting. Also the estate planning portion of the software is industry best.”

Amanda L.

CFP

“The best thing about this software is the fact that it provides such comprehensive results compared to our other planning software.”

Chris M.

Advisor

Cons

“Client experience poor: No after hours or weekend troubleshooting.”

Linda C.

Owner

“I have had constant connection issues with banks and brokerages to the point of making the software useless for my purposes. I am a client who is paying a financial planner for access to eMoney.”

Linda C.

Owner

“The need to have a paid registration for even assistants isn't ideal. It seems greedy, when it was explained to me.”

Clark D.

Web Developer

Read all reviews

eMoney Advisor FAQs

Q. What type of pricing plans does eMoney Advisor offer?

eMoney Advisor has the following pricing plans:
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money

Q. Who are the typical users of eMoney Advisor?

eMoney Advisor has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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 other apps does eMoney Advisor integrate with?

eMoney Advisor integrates with the following applications:
Dropbox Business, Wealthbox, Nitrogen, HiddenLevers, Morningstar Advisor Workstation, Redtail CRM

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