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.