eMoney Advisor

emX

4.5 / 5 5 reviews

Who Uses This Software?

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.


Average Ratings

5 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • eMoney Advisor
  • www.emoneyadvisor.com

About emX

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.


emX Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

emX Reviews Recently Reviewed!


Best Financial Planning software out there

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use and ease of ability to communicate clearly with clients is the biggest advantage. eMoney's aggregator is also amazing.

Cons: Being tied to Fidelity. I think this will be a negative long term as technology continues to evolve.

Easy to use, detailed, and visually beautiful.

Apr 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like the customization it offers. We use it as a firm, and as the firm planner I can see any and all plans under out umbrella, regardless of who created the plan.

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

Excellent to work with. Great for clients and our business.

Mar 07, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Account aggregation is the part really helpful for clients and us. But, the depth of the financial planning platform is impressive and easy to show clients their goals, current picture of their financial world and projections. Feature updates coming at an increasing rate due to the purchase of the company by Fidelty.

Cons: Assets held away sometime get disconnected or the client needs to update credentials. The details of the planning process are extensive so, the learning curve is long but, great support helps resolve the problems.

Overall: The client experience is really top-notch and client touch is facilitated via the Touch Point process/feature.

Best tool available for financial planning though it does have some limitations still.

Aug 08, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: This software has the most options for modeling available. This is not a cookie cutter type of product.

Cons: This still has some limitations. We are unable to model as accurately as we would like to, but for the most part we are able to work around it.

Its good, has a lot of features we do not even use.

Jun 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Correctly models some investment products that other softwares do not. I have also had issues with some basic features that the software does not take into consideration.

Cons: The cost seems rather expensive as compared to other financial planning softwares. The one thing I do not like is the cost.

Overall: It helps us create a reliable financial plan for out clients. It models investments that we use properly.