eMoney Advisor
Everything you need for every stage of advice.
eMoney Advisor provides extensive financial planning solutions for advisors and clients. It empowers users to take action, see impact, and celebrate wins together.
| Best for | financial advisors |
| Website | emoneyadvisor.com |
Company facts
| Social profiles | LinkedIn, X, Facebook |
Facilities and features
- 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
Strengths and trade-offs
- The product offers market-leading account aggregation to centralise client data.
- The product includes a client portal for continuous engagement between meetings.
Appears in
How eMoney Advisor ranks
#3 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; Buying information on its own site 12.
“speed up data entry, and increase accuracy with eMoney’s financial planning software.”eMoney Advisor, own website
Alternatives to eMoney Advisor
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
 EnvestnetAdaptive WealthTech platform for advisors | #7 in Best wealth management software | 84.0 |
Questions about eMoney Advisor
Who is eMoney Advisor best for?
eMoney Advisor is best for financial advisors.
Where does eMoney Advisor rank?
eMoney Advisor is ranked #3 in Best wealth management software (Lister Score 88.0).
What are the best alternatives to eMoney Advisor?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and Asset-Map (#4 in Best wealth management software).
Is this your company?
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