eMoney Advisor is a financial planning platform designed to help you deliver a collaborative and transparent experience to your clients. You can move beyond static reports by using interactive tools that visualize a client's entire financial life, from immediate cash flow to long-term estate goals. The platform focuses on 'planning-led' growth, allowing you to scale your firm by offering different levels of service, from self-directed digital planning to complex, high-net-worth strategies.
You can streamline your back-office operations by aggregating client accounts in one place and using the secure digital vault for document storage. The software is built for financial advisors, wealth managers, and large enterprises who want to increase client retention through better engagement. By providing a real-time view of their financial progress, you help clients stay connected to their goals and your advice.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop presenting static PDFs and start showing your clients their financial future in real-time. eMoney Advisor gives you the interactive tools to model complex scenarios and manage every detail of a client's wealth from a single dashboard.
Interactive Cash Flow
Model complex 'what-if' scenarios in real-time to show clients how today's decisions impact their long-term financial health.
Client Portal
Provide your clients with a branded, private dashboard where they can track their net worth and spending 24/7.
Automated Data Aggregation
Connect thousands of financial institutions to automatically pull in held-away account balances for a complete financial picture.
Digital Vault
Store and share sensitive documents securely with your clients using an encrypted online filing cabinet accessible from anywhere.
Advanced Estate Planning
Visualize complex estate distributions and tax implications using flowcharts that make sophisticated strategies easy for clients to understand.
Lead Capture Tools
Embed self-directed planning tools on your website to capture prospect data and start the planning conversation automatically.
Integrations
Salesforce
Redtail CRM
Wealthbox
Charles Schwab
Fidelity
Orion
Black Diamond
Envestnet
Morningstar
Riskalyze
Pricing Plans
eMoney Advisor typically uses a subscription model tailored to the specific planning depth your firm requires. While they don't post a standard 'Buy Now' price for all tiers, you can choose between packages focused on foundational planning or comprehensive wealth management. You will usually need to book a demo to get a quote specific to your team size.
Pros & Cons
Based on feedback from financial professionals on platforms like G2 and T3 Technology Hub, here is how eMoney Advisor performs in real-world firms:
Data aggregation feeds occasionally require manual refreshing
Higher price point than basic planning alternatives
Who Should Use eMoney Advisor?
Perfect for financial advisors and wealth management firms who prioritize a collaborative, planning-first approach to client relationship management.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
Financial Services
Our Verdict
eMoney Advisor is a top-tier choice if you want to make financial planning the centerpiece of your client relationships. The interactive 'Decision Center' and the client portal are standout features that help you justify your fees by providing constant, visible value to your clients.
You should be prepared for a steeper learning curve compared to simpler tools, as the depth of the cash flow engine takes time to master. Highly recommended for established advisors or growing firms who need a professional, high-end platform to manage complex client needs.
Ready to Try eMoney Advisor?
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