eMoney Advisor

emX


4.5 / 5
7 reviews

Who Uses This Software?

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


Average Ratings

7 Reviews

  • 4.5 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 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!


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.

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.

Client experience poor: No after hours or weekend troubleshooting

Dec 14, 2018
2/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: If it were working consistently, accurately and had adequate tech support, it might give a good overview of client financial status, asset allocation, etc.

Cons: 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. It was to have been my core tool to determine asset reallocation and tracking my big picture financially. I have had issues with password and security questions not being recognized by the system, then lockout with no recourse. eMoney will not support individual clients without their financial rep on the phone at the same time, which eliminates all after hours and weekend support (the main times I am attempting to use the program). When working, it is aggregating income and expenses apparently inaccurately and "organizing" expenses in ways that do not jell with my bookkeeping. To date, it has cost me much time to set up (much of the data entry & setup was done by me) but has not served the intended purpose.

Overall: Overall a very poor experience--not available when I need it. It is not intuitive--learning curve re: terminology and organization of the software is relatively steep. Embarrassing tech support. The system was down without warning (even when I phoned about issues) for 5 days. They have been somewhat responsive to my financial planner, but the system appears to be very brittle when it comes to 3rd party aggregation and non-responsive to client emergencies. Nice idea, folks, but needs a whole lot of work and client-friendly interaction.

Comprehensive well-designed Financial Planning Software

Oct 15, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, customize my reports, ability to show clients in real-time the effect on changes to inputs, ease of creating a variety of scenarios, secure vault for clients to store important documents, integration of data feed for client accounts, ability for clients to aggregate outside accounts with current data

Cons: Some outside accounts have difficulty being connected, and somewhat limited on the output reports that are available.

Overall: 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.

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.

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.

Fantastic!!!!

Jul 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Decision center and the on the fly ability to change things right in front of the client. Their integration/aggregations stuff is top notch as well

Cons: Pricing would be the only negative but it seems that it is priced fair with competitors like moneyguide or advicent. eMoney is probably to most expensive though.