What does eMoney advisor do?

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives.

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Thereof, how much does eMoney cost?

At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.

In this regard, what is eMoney software? eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement.

Keeping this in view, who makes eMoney?

Envestnet

Is eMoney advisor safe?

Security is one of the pillars upon which eMoney Advisor was built, and we are proud of the system we have implemented to protect the security and integrity of your data throughout every component of the eMoney Advisor service.

What is the best financial planning software for advisors?

Best Financial Planning Software:

  • Personal Capital — Open a free account.
  • Quicken.
  • Mint.
  • eMoney.
  • TurboTax.
  • Money Tree.
  • MoneyGuide Pro.
  • Advicent.

How much is eMoney monthly?

As we just discussed, MoneyGuidePro cost about $100 a month while eMoney Advisor is over $300 a month. Now, they’re both financial planning software packages, and they’re both very capable.

Does eMoney advisor have an app?

eMoney – Mobile App for iPhone and Android.

How much does an eMoney license cost?

Emoney Licence cost

The application fee for the small (emoney) electronic money institution is £1,000. The application fee for the authorised electronic money institution is £5,000. The fee is paid when you submit your license application online.

Is eMoney cloud based?

eMoney Advisor is a cloudbased software-as-a-service (SaaS) platform that combines financial planning software, data aggregation, business analytics and other functions to help financial professionals build stronger client relationships, streamline business operations and drive revenue growth.

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