eMoney

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

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9.0/10 (Expert Score) ★★★★★
Product is rated as #5 in category Financial Analytics Software
Ease of use
8.4
Support
9.2
Ease of Setup
9.0

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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.

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Customer Reviews

eMoney Reviews

User in Financial Services

Advanced user of eMoney
★★★★★
Balanced productions of precise payment formation you find it with emoney

What do you like best?

A balance of charges and credits of complete monetary values, are acquired through the use of the collaborative tools of emoney software, a program that corresponds to the most advanced and professional system of transference of payments at enterprise level, which with a blue logo with calligraphic letters, defines a fast interface by nature and a robust web approach of impressive speed, where its evolution of payment processing , simplification of product prices, point of sale application, comprehensive reporting and analysis, intelligent campaign creation selection, administrative information load routing to email, profitable mobile format sharing, customer service customization, platform money development security, and a differential savings plan arises thanks to this advanced and distinctive business operation information joint programming.

What do you dislike?

In emoney there is a problem with the activation of automatic payment tracking, in which its digital operation is deficient because it avoids the programming of payment notification checkpoints in my company, so this error has caused me a degree of ignorance of economic adjustments and a disproportionate assessment of financial administrative controls in the cloud, causing an indisposition of traffic of informative answers about handling and transfer of assets to different digital accounts, so that their relationship of intuitive trade is affected when providing this type of digital inconveniences, having to make an improvement to the system of presentation loads of movements of account of the company to have a tight creation of customizable reports of funds management.

Recommendations to others considering the product:

I recommend emoney because their password encryption power, their funds transfer encryption, their professional external trade union, financial leveling management, participation tools, administrative controls of commercial permits, grouping and dynamic account management, create an incredible scale of business balance in your company, where you can monitor payment traces, business expense saving designs, growth of financial aspects, customer contact management, provision of e-commerce updates, transaction assistance planning, financial advice with e-commerce managers, planning technology review, productive data and wealth measurements in the foreground make this programming the most accurate and provided tools for the most complete business financial service.

What problems are you solving with the product? What benefits have you realized?

To train different invoicing templates, to recognize groups of investment advice, to carry out e-commerce imports, creation of online sales support, scalable presentation relationship affinity, account movement valuation positioning, financial operation performance, marketing cyber-analysis encryption, systematization of campaigns in real time, handling of the email as a device synchronization checker, digital invoice affirmation, data ownership certification, bank encryption molding, financial control services positioning, sharing of proven credit values, naturalization of accounts commercial support, are recognized by my company within the uses triggered for this programming in my company.

Review source: G2.com

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