# eMoney Advisor Software Reviews, Demo & Pricing - 2026 > Review of eMoney Advisor Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/451720-emX --- [Home](https://www.softwareadvice.com/) / [Budgeting Software](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/) / 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 2026: Benefits, Features & Pricing Wondering if eMoney Advisor is right for your organization? Our Budgeting 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 and advanced scenario planning 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. Wondering if eMoney Advisor is right for your organization? Our Budgeting 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 [(26484)](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 [(104)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.32Customer support - 4.46Functionality Pricing Available upon request Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(709)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 3.99Value for money - 3.98Customer support - 4.22Functionality Pricing Available upon request Get Price Alternative Product [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) 4.3 [(358)](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 4.05Value for money - 4.04Customer support - 4.31Functionality Pricing Available upon request 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 Budgeting Cash Management Chart of Accounts Consolidation/Roll-Up Forecasting General Ledger Income & Balance Sheet Multi-Company Multi-Department/Project Profit/Loss Statement Strategic Planning - More features of eMoney Advisor Activity Dashboard Alerts/Notifications API Audit Trail Branch Optimization Budgeting/Forecasting Cash Flow Management Collaboration Tools Compliance Management Customer Engagement Customizable Branding Customizable Reports Customizable Templates Dashboard Creation Data Import/Export Data Visualization Debt Management Expense Management Financial Analysis Financial Management For Financial Institutions Investment Management Mobile Access Modeling & Simulation Performance Metrics Planning Tools Portfolio Analysis Predictive Analytics Rate of Return Analysis Real-Time Data Reporting/Analytics Risk Analysis Risk Assessment Risk Management 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 Business Integration rated undefined from -1 review Redtail CRM Integration rated undefined from -1 review Wealthbox Integration rated undefined from -1 review HiddenLevers Integration rated undefined from -1 review ## eMoney Advisor User Reviews Overall Rating 4.2 Ratings Breakdown 5 44% 4 44% 3 0% 2 13% 1 0% Secondary Ratings Ease of Use 3.4 Value for money 3.5 Customer support 3.8 Functionality 4.1 Have you used eMoney Advisor and would like to share your experience with others? Joe S. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed May 2019 Very powerful, leading solution than can be overkill 4 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 3 Ease of use 3 Value for money 3 Customer support 4 Functionality 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. Read More PC Patrick C. Verified reviewer Financial Services 2-10 employees Used weekly for more than 2 years Review source Reviewed August 2019 EMoney Review 4 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 2 Ease of use 3 Value for money 4 Customer support 4 Functionality 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. Read More JE John E. Verified reviewer Financial Services 2-10 employees Used daily for less than 12 months Review source Reviewed June 2025 A Dissatisfied Experience with eMoney Advisor 2 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 2 Ease of use 1 Value for money 1 Customer support 3 Functionality 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. Read More SS Sally S. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed September 2021 Elevate your planning process with eMoney 5 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 4 Ease of use 4 Value for money 5 Customer support 4 Functionality 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 Read More AK Alexander K. Verified reviewer Financial Services 201-500 employees Used daily for more than 2 years Review source Reviewed December 2020 Amazing Financial Planning Software 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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 Read More LC Linda C. Arts and Crafts Self-Employed Used daily for less than 6 months Review source Reviewed December 2018 Client experience poor: No after hours or weekend troubleshooting 2 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 1 Ease of use 1 Value for money 1 Customer support 3 Functionality 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. Read More DS David S. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed March 2018 Excellent to work with. Great for clients and our business. 5 The client experience is really top-notch and client touch is facilitated via the Touch Point process/feature. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More VR Verified Reviewer Publishing 11-50 employees Used weekly for less than 2 years Review source Reviewed March 2021 A much more robust Mint alternative 4 eMoney presents a great dashboard for all financials at a high level and in depth view. Ratings Breakdown 3 Ease of use 3 Functionality 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. Read More VR Verified Reviewer Financial Services 11-50 employees Used weekly for less than 2 years Review source Reviewed July 2018 Fantastic!!!! 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More CD Clark D. Verified reviewer Used daily for less than 12 months Review source Reviewed April 2018 Easy to use, detailed, and visually beautiful. 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More Showing 1 - 10 of 16 Reviews Load More Reviews ## Other Top Recommended Budgeting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (709) Recently recommended **448** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **263** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (599) Recently recommended **250** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2048) Recently recommended **208** 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