eMoney

About eMoney

Deep Dive with Clara AI

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.

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Pricing

Free Trial Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

60%
Momentum

67%
Popularity

63%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

eMoney Features

Show Feature Explanation

Show Missing Features

Financial Analysis Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%

KPI & Metrics

Measures the success rate and monitor the performance metrics that matter most to your business.

Market Analysis

Helps to measure your industry status in the overall market using quantitative and qualitative data points

Industry Analysis

Helps to assess the business position against competitors and gain competitive dynamics of an industry

Performance Analytics

Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other Metrics

Risk Assessment

Helps to analyze the potential risk factors that cause harm to the business

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

Divisional Analysis

Helps to track and monitor the performance of your individual business unit

eMoney Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

PLUS Custom

Features

Platform
Foundational Planning
Advanced Analytics

Start Free Trial

PRO Custom

Features

Platform
Advanced Planning
Advanced Analytics

Start Free Trial

PREMIER Custom

Features

Platform
Foundational Planning
Advanced Planning
Advanced Analytics

Start Free Trial

GROWTH Custom

Features

Includes the features of Planning, plus
eMoney's Marketing Solution

Start Free Trial

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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