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eMoney Advisor
from eMoney Advisor
A comprehensive financial planning platform for RIAs and financial professionals. The software includes robust tools for detailed, client-focused planning, scenario modeling, collaborative client portals, goal-based conversations, and wealth management across the entire financial lifecycle.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
eMoney Advisor
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
eMoney Advisor
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
eMoney Advisor
Category:
Insurance Needs Analysis Software
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
eMoney Advisor
Category:
Communication Systems
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
eMoney Advisor
Category:
Document Generation Software
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
eMoney Advisor
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