Description
eMoney Advisor is a leading financial planning software solution designed to help advisors build stronger client relationships and streamline their business operations. The platform provides a comprehensive suite of tools, including account ag...
Use Cases
Key Features
- "What If" Scenarios
- Audit Trail
- Activity Dashboard
- Data Import/Export
- Alerts/Notifications
- API
Made For
Industries
- Financial Services
- Wealth Management
- Insurance
- Retirement Planning
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Comprehensive financial planning tools for a wide range of client needs
- Strong client engagement features through the interactive client portal
- Robust Monte Carlo analysis for risk assessment and scenario planning
- Streamlined workflow and improved advisor efficiency
Cons
- Can be complex to learn and implement initially
- Potential cost barrier for smaller advisory firms
LinkedIn
501-1000 employees
@eMoneyAdvisor
15K followers
No reviews yet
Be the first to share your experience with this product
Current average rating is based on research conducted at Exafol