Simulation Software
Onetime(Perpetual License)
About
eMoney is a powerful financial planning software that helps you manage your client's finances and make financial decisions. This platform assists you in planning across the client lifecycle, meaningfully engaging your clients, efficiently managing your practices, streamlining your technology, and growing your business. eMoney requires an end-to-end consultative approach to execution, administration, training, and continuous client engagement. Users also get tools for compliance reporting, data import-export, performance metrics, client management, and benchmarking with this software. eMoney's packages are built on their planning-centric platform to fit with the sort of planning that advisors deliver and deepen client interaction. All of its packages and services come with a free trial; however, eMoney follows a quotation-based pricing strategy for its products or services.
Key Features
- ✓ Analytics
- ✓ Performance Metrics
- ✓ Data Import-Export
- ✓ Benchmarking
- ✓ Client Management (Customer)
- ✓ Compliance Reporting
Pricing
PLUS
USD
0
- Platform
- Foundational Planning
- Advanced Analytics
- Platform
- Foundational Planning
- Advanced Analytics
PRO
USD
0
- Platform
- Advanced Planning
- Advanced Analytics
- Platform
- Advanced Planning
- Advanced Analytics
PREMIER
USD
0
- Platform
- Foundational Planning
- Advanced Planning
- Advanced Analytics
- Platform
- Foundational Planning
- Advanced Planning
- Advanced Analytics
GROWTH
USD
0
- Includes the features of Planning
- plus
- eMoney's Marketing Solution
- Includes the features of Planning
- plus
- eMoney's Marketing Solution
User Reviews
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Frequently Asked Questions
How much does eMoney cost?
▼
eMoney offers 4 pricing plan(s):
- PLUS — USD0.00
- PRO — USD0.00
- PREMIER — USD0.00
- GROWTH — USD0.00
What is eMoney used for?
▼
eMoney is a Simulation Software solution. Top features include:
- Analytics
- Performance Metrics
- Data Import-Export
- Benchmarking
- Client Management (Customer)
Does eMoney offer a free trial?
▼
Yes, eMoney offers a 0-day free trial.
What support does eMoney provide?
▼
eMoney provides Business Hours,Online (Ticket) support.
Is eMoney cloud-based or on-premise?
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eMoney is Cloud Hosted software.
What training resources does eMoney offer?
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eMoney provides Help Guides,Blogs,Video Guides for training.
