emoney-advisor
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Overview
Tagline Brand's website · 2026-10-04
Comprehensive, interactive, and centralized financial planning solutions that significantly improve client engagement, operational efficiency, relationship building, and service levels for advisors. Its tiered product offerings (Plus, Premier, Pro) and enterprise solutions cater to a wide range of client complexities and firm sizes.
Description Brand's website · 2026-10-04
eMoney Advisor provides extensive financial planning solutions empowering financial advisors and their clients to manage finances, set goals, improve efficiency, build stronger client relationships, and increase service levels through interactive tools, data aggregation, and comprehensive analysis.
Offerings
Core capabilities Brand's website · 2026-10-04
- CoPlanner
- eMoney Plus
- eMoney Premier
- eMoney Pro
- eMoney Enterprise
- featuring tools like Monte Carlo Analysis
- Account Aggregation
- Client Portal
- Decision Center
- and Plan Summary.
Pricing Brand's website · 2026-10-04
Subscription-based (inferred from 'Request a Demo' and tiered products, not explicitly stated as 'subscription').
Audience
Target industry Brand's website · 2026-10-04
Financial advisors, wealth management firms (including banks, broker-dealers, and RIAs), and large enterprises.
Landscape
Competitors Brand's website · 2026-10-04
- RightCapital
- MoneyGuidePro
- Orion Advisor Solutions
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Claim emoney-advisor — free →Page last updated 2026-10-17.