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eMoney Advisor Overview

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial monitoring, and detailed reporting, eMoney Advisor empowers users to achieve their financial goals. The user-friendly interface allows clients and advisors to collaborate effectively, fostering transparent communication about financial strategies. Additionally, eMoney Advisor supports integration with existing financial management systems, creating a cohesive environment for personal finance management. By optimizing budgeting processes, eMoney Advisor helps individuals take control of their financial future and achieve long-term financial stability.

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eMoney Advisor Screenshot & Video

Contact Details

  • Vendor Name eMoney Advisor
  • Founded 2000
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Design, Financial Services

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eMoney Advisor Features

  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Roadmapping
  • Arrow Icon Scenario Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon KPI Monitoring
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Scorecards
  • Arrow Icon Milestone Tracking
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Idea Management
  • Arrow Icon Dashboard

eMoney Advisor Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

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eMoney Advisor FAQs

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial monitoring, and detailed reporting, eMoney Advisor empowers users to achieve their financial goals. The user-friendly interface allows clients and advisors to collaborate effectively, fostering transparent communication about financial strategies. Additionally, eMoney Advisor supports integration with existing financial management systems, creating a cohesive environment for personal finance management. By optimizing budgeting processes, eMoney Advisor helps individuals take control of their financial future and achieve long-term financial stability.

  • No, eMoney Advisor does not offer a free version.

  • Yes, eMoney Advisor offers a free trial.

  • No, Credit Card details are not required for the eMoney Advisor trial.

  • eMoney Advisor supports the following payment frequencies:

    • Monthly Subscription

  • No, eMoney Advisor does not offer an API.

  • eMoney Advisor offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • eMoney Advisor offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • eMoney Advisor supports the following languages:
    • English

  • Following are the typical users of the eMoney Advisor:
    • Self-Employed , Small-Business , Midsize-Business

  • eMoney Advisor supports the following deployment:
    • Cloud Hosted

  • eMoney Advisor supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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