--- title: "eMoney Advisor Software Reviews, Demo & Pricing - 2026" description: "Review of eMoney Advisor Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/451720-emX/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial Services Software](https://www.softwareadvice.com/financial-services/) / eMoney Advisor Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # eMoney Advisor Review Custom quote Free trial 3 plans Wondering if eMoney Advisor is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview eMoney Advisor 4.2 [(16)](https://www.softwareadvice.com/product/451720-emX/#reviews) Pricing Pricing available upon request ### About eMoney Advisor eMoney Advisor provides comprehensive financial planning tools that facilitate personalized advice, advanced scenario planning, and intelligent plan creation with CoPlanner for financial professionals. Its product line, including Plus, Pro, Premier, and Enterprise versions, addresses a spectrum of financial planning needs, from straightforward goal tracking to addressing more nuanced cash-flow considerations. The platform emphasizes proactive client engagement with interactive tools and a 24/7 client portal for document sharing and real-time updates. eMoney Advisor aids in articulating complex financial concepts through clear visualizations, assisting advisors in delivering compelling recommendations that align with individual client goals, fostering growth, and deepening client relationships. Do you work for eMoney Advisor? [Manage this product listing](https://www.g2.com/products/emoney/claim_requests/new?auto=true) Wondering if eMoney Advisor is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. ## eMoney Advisor User Interface ## Popular eMoney Advisor Alternatives Main Product eMoney Advisor 4.2 [(16)](https://www.softwareadvice.com/product/451720-emX/#reviews) Ratings Breakdown - 3.38Ease of use - 3.47Value for money - 3.80Customer support - 4.13Functionality Pricing Available upon request Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26683)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [Xente](https://www.softwareadvice.com/erp/xente-profile/) 4.8 [(42)](https://www.softwareadvice.com/erp/xente-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.53Value for money - 4.62Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(109)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.30Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(717)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.00Value for money - 3.98Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [RightCapital](https://www.softwareadvice.com/erp/rightcapital-profile/) 4.8 [(4)](https://www.softwareadvice.com/erp/rightcapital-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 5.0Value for money - 4.75Customer support - 4.75Functionality Pricing Starting at $124.95 per month Get Price ## eMoney Advisor Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Plus Pricing available upon request No plan information available Pro Pricing available upon request No plan information available Premier Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## eMoney Advisor Features - Popular features found in Financial Services Billing & Invoicing Financial Management For Financial Institutions Reporting/Analytics Risk Management Transaction Monitoring - More features of eMoney Advisor Activity Dashboard Alerts/Notifications API Audit Trail Benchmarking Bonds/Stocks Branch Optimization Budgeting/Forecasting Cash Flow Management Cash Management Client Management Client Portal Collaboration Tools Compliance Management Compliance Tracking Customer Engagement Customizable Branding Customizable Reports Customizable Templates Dashboard Creation Data Import/Export Data Visualization Debt Management Expense Management Financial Analysis For Investment Advisors Fund Management General Ledger Income & Balance Sheet Investment Management Mobile Access Modeling & Simulation Performance Metrics Planning Tools Portfolio Analysis Predictive Analytics Rate of Return Analysis Real-Time Data Risk Analysis Risk Assessment Scenario Planning Secure Data Storage Stress Tests Third-Party Integrations Transaction History Visual Analytics "What If" Scenarios Workflow Management ## eMoney Advisor Integrations Direct Advisory Suite Integration rated undefined from -1 review Nitrogen Integration rated undefined from -1 review Dropbox Integration rated undefined from -1 review Redtail CRM Integration rated undefined from -1 review Wealthbox CRM Integration rated undefined from -1 review Envestnet | MoneyGuide Integration rated undefined from -1 review See all 9 integrations ## eMoney Advisor User Reviews ## eMoney Advisor customer ratings - Overall rating: 4.2/5 - Total reviews: 16 ### Rating distribution - 5 stars: 7 reviews (44%) - 4 stars: 7 reviews (44%) - 3 stars: 0 reviews (0%) - 2 stars: 2 reviews (13%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 3.4/5 - Value for money: 3.5/5 - Customer support: 3.8/5 - Functionality: 4.1/5 --- Have you used eMoney Advisor and would like to share your experience with others? ### Very powerful, leading solution than can be overkill - Overall rating: 4/5 - Reviewer: Joe S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This product has provided our clients with a superior portal/vault/aggregation solution relative to our previous peace meal approach. Fairly easy for our least-tech-savvy client to use from their phones and tablets. Excellent way of securely sharing sensitive documents to and from clients, since we do not use encrypted email. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Full featured, owned and supported by Fidelity which is also our custodian. Long track record, well-established technology. Excellent vault & client portals. Includes account aggregation. #### Cons Financial planning module is complex (good news for some, not-so-good news for others) which requires significant input tweaking, and can produce output that is overkill for more simplistic projection needs. We're now looking at "Foundational Planning" from eMoney which may allow us that more simplified approach to planning. --- ### EMoney Review - Overall rating: 4/5 - Reviewer: Patrick C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros 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. #### Cons 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. #### Reasons for choosing eMoney Advisor For its comprehensive features. --- ### A Dissatisfied Experience with eMoney Advisor - Overall rating: 2/5 - Reviewer: John E. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered Very dissatisfying! Potential subscribers should be aware of eMoney Advisor's inflexible 12-month contract. Despite my immediate realization that the software was unsuitable for my needs shortly after a prolonged onboarding process (which took over a month to schedule), I was informed that cancellation was not possible due to a 12-month contractual agreement. It is unconscionable for a company to compel a dissatisfied customer to pay for a product they will not use. I have not accessed the platform in over six months, yet eMoney Advisor continues to bill $379 monthly for a service that provides me no value. My explicit communication to customer service regarding the unsuitability of the software and my intent not to use it was met with an unyielding stance on contractual obligations. This policy demonstrates a concerning lack of customer understanding and flexibility. Buyers beware! #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros After the first onboarding training session, I did not like the software and knew I would not use it. #### Cons eMoney Advisor's platform is excessively complex, offering a multitude of features that most financial advisors will find overwhelming and ultimately underutilized. The system's intricate design necessitates a significant time investment to master, a commitment many advisors may not be able to afford. --- ### Elevate your planning process with eMoney - Overall rating: 5/5 - Reviewer: Sally S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered 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" #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. #### Cons The estate planning features of this website are somewhat limited. #### Reasons for choosing eMoney Advisor We ultimately chose eMoney based on reviews --- ### Amazing Financial Planning Software - Overall rating: 5/5 - Reviewer: Alexander K. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons There are a few items that lack consistency but E-Money is very active on handling tech tickets to fix items. #### Reasons for switching to eMoney Advisor Corporate Mandate --- ### Client experience poor: No after hours or weekend troubleshooting - Overall rating: 2/5 - Reviewer: Linda C. - Industry: Arts and Crafts - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros If it were working consistently, accurately and had adequate tech support, it might give a good overview of client financial status, asset allocation, etc. #### Cons 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. --- ### Excellent to work with. Great for clients and our business. - Overall rating: 5/5 - Reviewer: David S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The client experience is really top-notch and client touch is facilitated via the Touch Point process/feature. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Account aggregation is the part really helpful for clients and us. But, the depth of the financial planning platform is impressive and easy to show clients their goals, current picture of their financial world and projections. Feature updates coming at an increasing rate due to the purchase of the company by Fidelty. #### Cons Assets held away sometime get disconnected or the client needs to update credentials. The details of the planning process are extensive so, the learning curve is long but, great support helps resolve the problems. --- ### A much more robust Mint alternative - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Publishing - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: March 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. eMoney presents a great dashboard for all financials at a high level and in depth view. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros I like the ability to sync all of my accounts and share access with the financial planning team. This way we all see the same data. #### Cons The syncing and permissions system can sometimes be tricky. Sources often get out of sync and must be reauthorized. --- ### Fantastic!!!! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Decision center and the on the fly ability to change things right in front of the client. Their integration/aggregations stuff is top notch as well #### Cons Pricing would be the only negative but it seems that it is priced fair with competitors like moneyguide or advicent. eMoney is probably to most expensive though. --- ### Easy to use, detailed, and visually beautiful. - Overall rating: 5/5 - Reviewer: Clark D. - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons The need to have a paid registration for even assistants isn't ideal. It seems greedy, when it was explained to me. --- Showing 1 - 10 of 16 Reviews Load More Reviews ## Other Top Recommended Financial Services Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (717) Recently recommended **2** times [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) **4.3** (358) Recently recommended **1** times [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26683) Recently recommended **0** times [Acuity Scheduling](https://www.softwareadvice.com/medical/acuity-profile/) **4.8** (5771) Recently recommended **0** times Stuck Between Options? Our experts can help you compare eMoney Advisor with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice