--- title: "eMoney Advisor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about eMoney Advisor Software - reviews, pricing plans, popular comparisons to other Financial Services products and more." source_url: "https://www.capterra.com/p/119135/emX/" page_type: "product" language: "en" --- # eMoney Advisor Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) eMoney Advisor ## What is eMoney Advisor? eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com. ## What is eMoney Advisor used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for eMoney Advisor?[Manage this product listing](https://www.g2.com/products/emoney/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### eMoney Advisor 4.2 (16) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.4 (16) Ease Of Use 4.2 (26,641) Value For Money 3.5 (15) Value For Money 4.0 (20,480) Customer Service 3.8 (15) Customer Service 4.0 (20,738) ## eMoney Advisor alternatives Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (106)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/) [4.3 (358)](https://www.capterra.com/p/152293/SAP-S-4HANA/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152293/SAP-S-4HANA/) [Agicap](https://www.capterra.com/p/196637/Agicap/) [4.3 (161)](https://www.capterra.com/p/196637/Agicap/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/196637/Agicap/) [View all alternatives](https://www.capterra.com/p/119135/emX/alternatives/) ## FAQs about eMoney Advisor Overview ### Which roles and teams benefit most from eMoney Advisor? eMoney Advisor is most used by financial advisors, CFPs, wealth planners, and investment consultants who build plans, model scenarios, and guide client decisions. Firm owners, partners, and presidents use it to standardize advice delivery, while relationship managers, administrators, marketing, and web teams support client onboarding, communication, and digital engagement. Answer based on 16 reviews Overview ### What company size and specific industries is eMoney Advisor built for? eMoney Advisor is designed for financial advisors and planners, along with enterprise firms in the financial services sector that want to offer clients a full-spectrum financial planning experience. It is best suited to advisory practices and larger organizations focused on planning, analysis, and client financial guidance. Features and Usability ### What are the key features of eMoney Advisor? eMoney Advisor offers financial planning tools such as "What If" scenarios, scenario planning, budgeting and forecasting, and modeling and simulation. It also includes client management, client portal, reporting and analytics, customizable reports, risk assessment, portfolio analysis, and compliance management, plus API access and third-party integrations. Integrations ### Which third-party tools and platforms does eMoney Advisor integrate with? eMoney Advisor integrates with 11 third-party tools, including wealth management and CRM platforms such as Addepar, Direct Advisory Suite, Envestnet | MoneyGuide, Fidelity, HiddenLevers, Nitrogen, ORION, Tamarac, Redtail CRM, Wealthbox CRM, and Dropbox. Getting Started and Support ### What training and onboarding options does eMoney Advisor offer? eMoney Advisor provides in person training, live online sessions, webinars, documentation, and videos. These formats support guided learning, scheduled instruction, self-paced reference, and recorded walkthroughs for teams getting started with the software. Getting Started and Support ### What customer support options does eMoney Advisor offer? eMoney Advisor provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support experience is available here, so user sentiment on response times, helpfulness, or common frustrations cannot be summarized from the provided data. ## Features AI summary Based on 1,580 Financial Services reviews Capterra data shows that buyers of budgeting software rank the following features as their top priorities: - **Reporting/Analytics** (**60%** of reviewers rated this feature as critical) - **Data Import/Export** (**55%**) - **Profit/Loss Statement** (**57%**) eMoney Advisor supports **Reporting/Analytics** and **Data Import/Export**, giving finance teams the tools to review performance data and move information in and out of the system more efficiently. However, it does not include **Profit/Loss Statement**. Instead, it offers other features that reviewers also rate highly, including **Income & Balance Sheet** (**61%**) and **General Ledger** (**58%**), helping businesses track financial position, maintain accurate records, and make better budgeting decisions. Reporting/Analytics 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Alerts/Notifications 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Visualization 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases eMoney Advisor 48 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Debt Management: Manage budgeting and financial planning operations to control and eliminate debt - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Investment Advisors: Used by financial advisors and money managers - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investment Management: Manage and handle financial assets as well as other investments. - Mobile Access: Access software remotely via mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Predictive Analytics: Predict future data based on historical data sets - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Secure Data Storage: Securely stores data to prevent data loss or breaches - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (16) 4.1 Based on 16 reviews ## Pricing Value for money 3.5 (15) Free Trial Plus Contact Vendor for Pricing Pro Contact Vendor for Pricing Premier Contact Vendor for Pricing Value for money 3.5 (15) 3.5 Based on 15 reviews ## Integrations [ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/)[ Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)[ Nitrogen](https://www.capterra.com/p/210418/Riskalyze/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (15) 3.8 Based on 15 reviews ## User reviews Overall rating 4.2 Based on 16 reviews Filter by rating 5(7) 4(7) 3(0) 2(2) 1(0) Mentioned topic Sorted by most recent JE John E. President Financial Services ### "A Dissatisfied Experience with eMoney Advisor" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 14, 2025 Very dissatisfying! Potential subscribers should be aware of eMoney Advisor's inflexible 12-month contract. Despite my immediate realization that the software was unsuitable for my needs shortly after a prolonged onboarding process (which took over a month to schedule), I was informed that cancellation was not possible due to a 12-month contractual agreement. It is unconscionable for a company to compel a dissatisfied customer to pay for a product they will not use. I have not accessed the platform in over six months, yet eMoney Advisor continues to bill $379 monthly for a service that provides me no value. My explicit communication to customer service regarding the unsuitability of the software and my intent not to use it was met with an unyielding stance on contractual obligations. This policy demonstrates a concerning lack of customer understanding and flexibility. Buyers beware! Pros After the first onboarding training session, I did not like the software and knew I would not use it. Cons eMoney Advisor's platform is excessively complex, offering a multitude of features that most financial advisors will find overwhelming and ultimately underutilized. The system's intricate design necessitates a significant time investment to master, a commitment many advisors may not be able to afford. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DN Derek N. Founder Financial Services ### "Previous user for years" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 21, 2022 Pros Very comprehensive software allowing for multiple analysis and deep dives into cash flows. Cons A big learning curve and sometimes too complex for some clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sally S. Senior Planner Financial Services ### "Elevate your planning process with eMoney" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 3, 2021 The main benefits we have from using this software are: (1) client retention (2) client engagement with the planning process (3) ABility to model "on-the-spot" Pros This product offers excellent customer support, with live & recorded product trainings to assist with building complex financial plans. We love the fact that this software offers a client planning website / document portal that is extremely easy for clients to adopt. Cons The estate planning features of this website are somewhat limited. Alternatives considered [Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/) Reasons for choosing eMoney Advisor We ultimately chose eMoney based on reviews Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Marketing Manager Publishing ### "A much more robust Mint alternative" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 March 8, 2021 eMoney presents a great dashboard for all financials at a high level and in depth view. Pros I like the ability to sync all of my accounts and share access with the financial planning team. This way we all see the same data. Cons The syncing and permissions system can sometimes be tricky. Sources often get out of sync and must be reauthorized. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Alexander K. Senior Wealth Advisor Financial Services ### "Amazing Financial Planning Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2020 E-Money is invaluable in providing client's with accurate projections for financial planning. I would highly recommend trying this software to anyone using a different financial planning software. Pros I've used many different platforms for financial planning software and E-Money is clearly above and beyond the best one I've used. Integration with all of our systems is critical and E-Money gets it done. Cons There are a few items that lack consistency but E-Money is very active on handling tech tickets to fix items. Switched from [Plan Lab](https://www.capterra.com/p/163242/Plan-Lab/) Corporate Mandate Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Amanda L. CFP Financial Services ### "Great for Detailed Clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 16, 2020 Good experience. The sales rep that I worked with was pretty "blah". So would encourage that department to work on training for those employees. Pros 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. Cons This software isn't very intuitive or client facing. So it would be good for users who are heavily trained but outside of that it isn't practical for firms looking to use it on a wide scale. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PC Patrick C. Financial Advisor Financial Services ### "EMoney Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 12, 2019 Based on my needs, I would probably not change vendors as this provides all aspects of financial planning. I would like things to be more intuitive and less bulky but not at the expense of losing certain features. Pros I like the completeness of the software. I.e. It is a full financial planning software that covers most, if not all, aspects of financial planning. The customer service team does provide some implementation and understanding of the software. If I have a question, the customer service team is extremely helpful and they are located in the United States. They also provide instant help as opposed to waiting for them to call me back. Cons The connections to other vendors are ok. I am no longer having clients connect to their financial institutions because they always have to update the connections due to changes in their respective financial institutions' rules for password updates. This is too cumbersome for the client. I also sometimes hear from the client that they cannot find their institution. The other Con is the large learning curve for this software. It is overwhelming and not as intuitive as other Financial Planning vendors. It is what it is. It is difficult to have it both ways...Easy to use and Comprehensive. I am ok. with the learning curve but it could be easier to use. It is also pricey to get all the features. Reasons for choosing eMoney Advisor For its comprehensive features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Joe S. Partner Financial Services ### "Very powerful, leading solution than can be overkill" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 May 8, 2019 This product has provided our clients with a superior portal/vault/aggregation solution relative to our previous peace meal approach. Fairly easy for our least-tech-savvy client to use from their phones and tablets. Excellent way of securely sharing sensitive documents to and from clients, since we do not use encrypted email. Pros Full featured, owned and supported by Fidelity which is also our custodian. Long track record, well-established technology. Excellent vault & client portals. Includes account aggregation. Cons Financial planning module is complex (good news for some, not-so-good news for others) which requires significant input tweaking, and can produce output that is overkill for more simplistic projection needs. We're now looking at "Foundational Planning" from eMoney which may allow us that more simplified approach to planning. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Chris M. Advisor Financial Services ### "EMoney as a Comprehensive Planning Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 18, 2019 Financial planning for our practice and helping to answer many of the in depth questions our clients ask us every day. Pros The best thing about this software is the fact that it provides such comprehensive results compared to our other planning software. Cons EMoney is not the easiest or most intuitive program that we have used for planning. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Linda C. Owner Arts and Crafts ### "Client experience poor: No after hours or weekend troubleshooting" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 15, 2018 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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