eMoney Advisor
Everything you need for every stage of advice.
Ranked #3 in Best wealth management software.
eMoney Advisor provides extensive financial planning solutions for advisors and clients. It empowers users to take action, see impact, and celebrate wins together.
At a glance
| Best for | financial advisors |
From eMoney Advisor's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook |
Facilities and features
Its website also mentions:
- Free trial
- Integrations
What stands out
The product offers market-leading account aggregation to centralise client data.
“Bring together all of your client’s financial information to see it all in one place.”eMoney Advisor, own website
The product includes a client portal for continuous engagement between meetings.
“Build an always-on connection to your clients between meetings, with 24/7/365 access to important updates and documents.”eMoney Advisor, own website
How it ranks
eMoney Advisor is ranked 3rd of 10 in Best wealth management software (Lister Score 88.0).
#3 in Best wealth management software · Lister Score 88.0
Includes a client portal for continuous engagement between meetings.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 12.
“speed up data entry, and increase accuracy with eMoney’s financial planning software.”eMoney Advisor, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does eMoney Advisor rank on Lister?
eMoney Advisor is ranked 3rd of 10 in Best wealth management software (Lister Score 88.0).