eMoney Reviews in June 2026: User Ratings, Pros & Cons
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eMoney Reviews & Ratings
Spotsaas Editor’s POV
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.Read more
eMoney pros and cons
Advanced client management
Scalable feature set
Compliance reporting tools
Streamlined practice management
Complex for new users
Higher cost for small firms
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Showing 21-30 out of 30
AU
Anonymous User
12/21/17
"Great platform "
What do you like best about eMoney? Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet
AU
Anonymous User
12/21/17
"Great platform "
What do you like best about eMoney? Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet
AU
Anonymous User
10/24/17
"Very Powerful Financial Planning Tool"
What do you like best about eMoney? The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. What do you dislike about eMoney?
AU
Anonymous User
10/24/17
"Very Powerful Financial Planning Tool"
What do you like best about eMoney? The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. What do you dislike about eMoney?
ES
Ellie S
09/05/17
"Awesome tool for advisors and clients"
What do you like best about eMoney? I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed.
ES
Ellie S
09/05/17
"Awesome tool for advisors and clients"
What do you like best about eMoney? I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed.
AU
Anonymous User
05/03/17
"Modern Financial Planning"
What do you like best about eMoney? It's very easy to input and analyze client data- eMoney has organized it in a very logical way. There are lots of reports that can be ran and presentations that can be created, and clients have really enjoyed seeing all these features.
AU
Anonymous User
05/03/17
"Modern Financial Planning"
What do you like best about eMoney? It's very easy to input and analyze client data- eMoney has organized it in a very logical way. There are lots of reports that can be ran and presentations that can be created, and clients have really enjoyed seeing all these features.
AU
Anonymous User
01/25/17
"Emoney emX"
What do you like best about eMoney? Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have used and offers great integration with our client management platform.
AU
Anonymous User
01/25/17
"Emoney emX"
What do you like best about eMoney? Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have used and offers great integration with our client management platform.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].