eMoney Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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eMoney offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is eMoney?
eMoney is an advanced platform developed to meet the financial planning needs of financial service providers. Users gain access to a range of creative solutions to manage client finances and make informed decisions. This thorough finance planning platform assists advisors across the customer lifecycle, allowing for efficient practice management and streamlined technology. eMoney helps organizations grow their business with its highly scalable feature set. Compliance reporting, data, performance metrics, client management, and benchmarking are just a few of the tools included in this comprehensive software
Pricing
eMoney offers custom pricing plan
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
eMoney Software Demo
eMoney was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider eMoney
- Team types
- Large Enterprises, Medium Business
Why teams choose eMoney
Advanced client management tools enhance service delivery.
Scalable features support growth for firms of all sizes.
Compliance reporting ensures adherence to regulations.
Is eMoney right for you?
What buyers should know before shortlisting eMoney
eMoney is a comprehensive CRM platform designed for financial service providers. It offers advanced client management tools and a scalable feature set, making it ideal for firms looking to enhance their financial planning services.
eMoney pros and cons
- eMoney pros
Advanced client management tools enhance service delivery.
Scalable features support growth for firms of all sizes.
Compliance reporting ensures adherence to regulations.
- eMoney cons
Complex interface may deter new users.
Higher costs could limit access for smaller firms.
Ready to try it?
Get started with eMoney
Start your free trial — no credit card required.
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See how it stacks up
Compare eMoney side-by-side with top CRM Software alternatives.
What is the pricing of eMoney?
eMoney uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
eMoney Pricing Plans
Weighing your options?
Not sure if eMoney fits your budget?
eMoney reviews and ratings
What buyers like
- Advanced client management
- Scalable feature set
- Compliance reporting tools
Common complaints
- Complex for new users
- Higher cost for small firms
- Limited customization options
What users are saying
MA
Marcus A
12/22/23
"Excellent aggregation, planning software for every size firm. Very friendly client portal."
What do you like best about eMoney? The ability to aggregate & analyze assets across multiple instuitions, custodians, and or BD's. What do you ...
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RL
Robert L
08/10/23
"Advanced Planning"
What do you like best about eMoney? The ability to model so many "what if scenarios" real time. What do you dislike about eMoney?
RL
Robert L
08/10/23
"Advanced Planning"
What do you like best about eMoney? The ability to model so many "what if scenarios" real time. What do you dislike about eMoney?
AC
Arthur C
01/20/22
"eMoney review"
What do you like best about eMoney? Convenience and the amazing security aspects. One feels your money is safe What do you dislike about eMoney?
AC
Arthur C
01/20/22
"eMoney review"
What do you like best about eMoney? Convenience and the amazing security aspects. One feels your money is safe What do you dislike about eMoney?
AU
Anonymous User
12/23/21
"Fabulous Platform for Alternative Investment RIAs"
What do you like best about eMoney? Very user friendly and quite intuitive!! What do you dislike about eMoney?
- See if eMoney fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of eMoney?
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your market…
Benchmarking is the process of comparing a company's success to that of other firms in its industry to discover if there is a performance ga…
Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing cli…
Compliance reporting is a key feature of software systems that enable businesses to accurately track and report on their adherence to variou…
Data Import-Export is a software feature that plays a key role in improving the functionality and usability of any software. It allows users…
A performance metric is just a metric that measures how well something works. For example, you can use project performance metrics to track…
eMoney security and data handling
Key compliance certifications and security features for IT and security teams evaluating eMoney.
Certifications
Developer & data
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9.0
Excellent
eMoney Support Options
Frequently Asked Questions About eMoney
Common questions buyers ask before choosing eMoney.
eMoney is a CRM Software. eMoney offers Client Management (Customer), Benchmarking, Analytics, Compliance Reporting, Performance Metrics and many more functionalities.
Buyers commonly note the following limitations of eMoney: Complex interface may deter new users.; Higher costs could limit access for smaller firms.; Limited customization may not meet all user needs..
Some top alternatives to eMoney includes Bigin by Zoho CRM, Abacum, 123BizPlan, Planium Pro and Planful.
eMoney offers Free Trial, Quotation Based pricing models
The starting price is not disclosed by eMoney. You can visit eMoney pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].