![]() ![]() It offers plans for advisors, enterprises, and for others too to secure their financial future. When it comes to planning, eMoney is really user-friendly. This also ensures transparency and builds trust. The Clients of financial advisors can also use it to get access to their reports using the portal. Advisors can use it to get the printouts of the reports at any time they want Client PortalĮMoney also has a client portal where there is every financial information about the client, like net worth, budgets, etc. See also How to Calculate Average Total Assets? (Definition, Formula, Example, and More) 2. Furthermore, there is also a search bar on the top where you can add your query and get the result/answer you want. This helps the advisors and other people (who are passionate about the businesses) get an idea about what is happening in the market and what people are talking about regarding financial plans. There is also a feed where you can check out the latest developments in the field of finance. Just open the website and everything will be in front of you. Straightforward User InterfaceĮMoney has a friendly interface that is easy to navigate and understand. Want to know its details? Then continue reading. In addition, they also have more than 2 million client portals too. This financial advisor software has indirectly helped millions of people get the plans they needed.Īs of yet, it is estimated that eMoney has produced more than 3 million financial plans. More than two decades later, eMoney is now one of the most successful financial advisor software that has helped millions of people (both directly and indirectly).ĭirectly, it has aided financial advisors in making top-notch plans for their clients. All financial advisors loved the software as it helped them create better plans. Let’s dive right into the details! eMoneyĮdmond Walters, a financial advisor, launched eMoney for everyone in 2000.
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