eMoney Advisor

What eMoney Advisor is

eMoney Advisor is a financial planning platform for financial advisors, with tools spanning goal planning, cash flow, investments, insurance, taxes, and scenario analysis. Its three plans package planning capabilities differently: Plus includes goals-based planning, Pro includes cash flow planning, and Premier includes both. All three list CoPlanner, a Client Portal, account aggregation, spending and budgeting tools, business analytics, and integrations. CoPlanner reviews client facts to produce strategies an advisor can refine. Clients use the portal to access updates and documents; Premier adds the Premium Client Portal, with a mobile app for iOS and Android that supports biometrics and notifications. The integrations directory includes Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. Enterprise offerings use APIs and aggregation tools to extend planning for larger organizations. eMoney serves banks, broker-dealers, and registered investment advisors. Advisor licenses include daily live training webinars, and support is included with every product, Monday through Friday, 8 a.m. to 8 p.m. ET. eMoney describes TLS connections, encrypted data links, geographically dispersed real-time replication, annual disaster recovery tests, and an annual SOC 2 audit. Pricing depends on organizational needs and is available by request; a free trial is offered through a request form.

Who it suits

eMoney Advisor suits financial advisors who need planning tools alongside client access to updates and documents. Its stated customer groups include banks, broker-dealers, and registered investment advisors, with enterprise options for organizations extending planning through APIs and aggregation.

Limits

There is no free plan. Plus includes goals-based planning but not the cash flow planning listed for Pro and Premier; Pro includes cash flow planning but not the goals-based planning listed for Plus and Premier.

Getting started

1. Visit the eMoney Advisor website.
2. Request a free trial using the form for business contact and company information.
3. Contact eMoney for an estimate based on your organizational needs.
4. Choose Plus, Pro, or Premier according to the planning features required.
5. Use the web platform or its listed Android and iOS platforms.

Verdict

Choose eMoney Advisor if your advisory practice needs a client portal, planning tools, and advisor support in one platform. Check the plan details before deciding: Plus and Pro each include only one of the two listed planning approaches, while Premier includes both; pricing also requires a request to eMoney.