Technologically-powered financial planning
eMoney is a comprehensive and scalable finance management platform developed specifically for financial services to address a wide range of financial planning needs of the clientele. This powerful financial planning software powers your organization with creative, planning-driven solutions for the management of your client’s finances and finance-related decisions. This comprehensive financial planning platform assists you in planning across the client lifecycle, meaningfully engaging your clients, efficiently managing your practices, streamlining your technology, and growing your business. It is intended to scale to meet your firm's growing demands and is developed to function as per the way you work. It requires an end-to-end consultative way to deal with execution, administration, preparing, and continuous client commitment. Users additionally get the tools for compliance reporting, data import-export, performance metrics, client management, and benchmarking with this software. Their packages are built on their planning-centric platform to fit with the sort of planning that advisors deliver and deepen client interaction. All of its packages and services come with a free trial; however, eMoney follows a quotation-based pricing strategy for its products or services.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Benchmarking
Setting up standards and targets for your sales and marketing team, so that they are performing at their bestData Import-Export
Helps in importing and exporting dataClient Management (Customer)
Facilitates strong necessary data about clients/customers and allows access to it when requiredAnalytics
Allows integration with other analytical tools or has it inbuiltCompliance Reporting
Helps in creating a compliance report to establish an effective and efficient policy and procedure management.Performance Metrics
Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a teamFree Trial
Available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
PLUS Custom
Features
PRO Custom
Features
PREMIER Custom
Features
GROWTH Custom
Features
Screenshots of Vendor Pricing Page
Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about eMoney Pricing.
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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What is eMoney used for?
Learn more about eMoney features.
Does eMoney provide API?
Yes, eMoney provides API.
Vendor Details
San Diego, CaliforniaContact Details
(610) 684-1100
https://emoneyadvisor.com/
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