Overview

About eMoney

eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage your clients meaningfully, manage your practice efficiently, streamline your technology and grow your business.

At a glance

Software information

Industries served, licensing and the support eMoney provides.

Industries

Financial-services

Licensing

Open Source
Monthly Payment
Annual Subscription
Quote Based
Free trial

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Blogs
Webinars
Case Studies
On-Site Training

Languages (1)

English

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Capabilities

eMoney features

The full feature set, grouped by module.

Financial Planning Software

Accounting Integration
Cash Management
Expenditure Tracking
Financial Reporting
Investment Management
Risk Management
Tax Management

Investment Management Software

Accounting Management
Asset Management
Benchmarking
Client Portal
Data Import/Export
Fund Management
Investment Tracking
Modeling & Simulation
Performance Metrics
Portfolio Management
Reporting
Risk Management

Stock Portfolio Management Software

Client Management
Data Warehousing
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management

Plans

eMoney pricing

Free Version

Payment Frequency

Monthly Payment, Annual Subscription, Quote Based

Preferred Currency

USD ($)

Free Trial

14 Days

Vendor pricing page

Media