eMoney Advisor

Easy to use, detailed, and visually beautiful.

Vorteile:

I really like the customization it offers. We use it as a firm, and as the firm planner I can see any and all plans under out umbrella, regardless of who created the plan.

Nachteile:

The need to have a paid registration for even assistants isn't ideal. It seems greedy, when it was explained to me.

Elevate your planning process with eMoney

Kommentare: The main benefits we have from using this software are: (1) client retention (2) client engagement with the planning process (3) ABility to model "on-the-spot"

Vorteile:

This product offers excellent customer support, with live & recorded product trainings to assist with building complex financial plans. We love the fact that this software offers a client planning website / document portal that is extremely easy for clients to adopt.

Nachteile:

The estate planning features of this website are somewhat limited.

Client experience poor: No after hours or weekend troubleshooting

Kommentare: Overall a very poor experience--not available when I need it. It is not intuitive--learning curve re: terminology and organization of the software is relatively steep. Embarrassing tech support. The system was down without warning (even when I phoned about issues) for 5 days. They have been somewhat responsive to my financial planner, but the system appears to be very brittle when it comes to 3rd party aggregation and non-responsive to client emergencies. Nice idea, folks, but needs a whole lot of work and client-friendly interaction.

Vorteile:

If it were working consistently, accurately and had adequate tech support, it might give a good overview of client financial status, asset allocation, etc.

Nachteile:

I have had constant connection issues with banks and brokerages to the point of making the software useless for my purposes. I am a client who is paying a financial planner for access to eMoney. It was to have been my core tool to determine asset reallocation and tracking my big picture financially. I have had issues with password and security questions not being recognized by the system, then lockout with no recourse. eMoney will not support individual clients without their financial rep on the phone at the same time, which eliminates all after hours and weekend support (the main times I am attempting to use the program). When working, it is aggregating income and expenses apparently inaccurately and "organizing" expenses in ways that do not jell with my bookkeeping. To date, it has cost me much time to set up (much of the data entry & setup was done by me) but has not served the intended purpose.

EMoney Review

Kommentare: Based on my needs, I would probably not change vendors as this provides all aspects of financial planning. I would like things to be more intuitive and less bulky but not at the expense of losing certain features.

Vorteile:

I like the completeness of the software. I.e. It is a full financial planning software that covers most, if not all, aspects of financial planning. The customer service team does provide some implementation and understanding of the software. If I have a question, the customer service team is extremely helpful and they are located in the United States. They also provide instant help as opposed to waiting for them to call me back.

Nachteile:

The connections to other vendors are ok. I am no longer having clients connect to their financial institutions because they always have to update the connections due to changes in their respective financial institutions' rules for password updates. This is too cumbersome for the client. I also sometimes hear from the client that they cannot find their institution. The other Con is the large learning curve for this software. It is overwhelming and not as intuitive as other Financial Planning vendors. It is what it is. It is difficult to have it both ways...Easy to use and Comprehensive. I am ok. with the learning curve but it could be easier to use. It is also pricey to get all the features.

Amazing Financial Planning Software

Kommentare: E-Money is invaluable in providing client's with accurate projections for financial planning. I would highly recommend trying this software to anyone using a different financial planning software.

Vorteile:

I've used many different platforms for financial planning software and E-Money is clearly above and beyond the best one I've used. Integration with all of our systems is critical and E-Money gets it done.

Nachteile:

There are a few items that lack consistency but E-Money is very active on handling tech tickets to fix items.