eMoney Advisor Review

eMoney Advisor specializes in financial planning software that helps advisors foster dynamic client relationships and streamline business processes. Its offerings include account aggregation, client portals, decision centers, and analysis for solid planning scenarios. The platform collects various financial data points, providing a cohesive view of the client. Through an accessible client portal, advisors maintain constant connectivity, providing transparency and continuous insights.
Tailored to meet the diverse needs of clients, the solutions range from scalable goal-based planning with eMoney Advisor Plus to complex cash flow analysis in Pro and Premier, positioning the advisor to effectively handle both simple and complex financial situations.

EMONEY ADVISOR – TUTORIAL

EMONEY ADVISOR – FEATURES

• Comprehensive planning tools: have the right planning conversations regardless of a client’s financial complexity. From solving individual goals to creating comprehensive plans, eMoney delivers meaningful results at every level of planning.
• Industry-leading client portal: provide a differentiated client experience with the industry-leading financial planning client portal. Offer clients real-time visibility into their complete financial picture, while promoting trust and transparency with secure communications, document sharing, and real-time access to financial data.
• Holistic financial insights: enhance your planning experience by linking accounts from thousands of financial institutions. Create a unified view of clients’ complete financial landscapes to uncover opportunities in retained assets, deliver financial insights, and create truly comprehensive plans.
• Engaging visual outcomes: offer a top-tier collaborative planning experience by using clear, interactive visuals to simplify complex financial concepts and foster greater client engagement.