- Home
- Wealth Management
- eMoney Advisor
eMoney Advisor
Radnor, Pennsylvania, United States
What it is
eMoney Advisor is a financial planning platform for advisors, supporting work from goal conversations through cash-flow analysis. Planning features vary by plan: Plus includes goals-based planning, Pro includes cash-flow planning, and Premier includes both. CoPlanner analyzes client facts and generates strategies for an advisor to review and refine. The Client Portal gives clients ongoing access to updates and documents; Premier includes the Premium Client Portal, whose mobile app offers biometric support and notifications on Android and iOS. Listed capabilities also include account aggregation, spending and budgeting tools, business analytics, and tax, investment, insurance, and scenario planning. The integrations directory names providers such as Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. Enterprise offerings use APIs and aggregation tools. eMoney offers a free trial by request, but no free plan. Pricing varies with organizational needs and is available on request. Support is included with all products, and advisor licenses include daily live training webinars.
For and against
For
- Supports both goal-based and cash-flow planning in Premier.
- CoPlanner generates strategies for advisor review.
- Client Portal provides access to updates and documents.
- Advisor licenses include daily live training webinars.
- Support is included with all products.
Against
- No free plan.
- Pricing is available only on request.
- Planning features differ by plan.
The verdict
eMoney Advisor offers advisor-focused planning tools, client access, and integrations, with plan selection affecting available planning features. Pricing requires contacting eMoney, though a free trial can be requested.
Who it suits
eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors. It may suit advisors who want client portal access and planning tools with features that vary by plan.
Plans and prices
Plus
Goals-based planning · CoPlanner · Client Portal · Account aggregation
Read 3 Oct 2026 · emoneyadvisor.com
Premier
Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation
Read 3 Oct 2026 · emoneyadvisor.com
Pro
Cash flow planning · CoPlanner · Client Portal · Account aggregation
Read 3 Oct 2026 · emoneyadvisor.com
On the record
- Client portal
- The Client Portal provides clients with ongoing access to important updates and documents, and Premier includes the Premium Client Portal.emoneyadvisor.com · read 3 Oct 2026
- Compliance
- eMoney states that it conducts an annual SOC 2 audit of the company and its datacenters.emoneyadvisor.com · read 3 Oct 2026
- CoPlanner
- CoPlanner analyzes client facts and generates planning strategies for an advisor to review and refine.emoneyadvisor.com · read 3 Oct 2026
- Enterprise
- eMoney offers enterprise solutions that use APIs and aggregation tools to extend planning capabilities and create scalable client experiences.emoneyadvisor.com · read 3 Oct 2026
- Integrations
- The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts.emoneyadvisor.com · read 3 Oct 2026
- Intended users
- eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors.emoneyadvisor.com · read 3 Oct 2026
- Mobile app
- The Premium Client Portal mobile app is available in the App Store and Google Play Store and includes biometric support and notifications.emoneyadvisor.com · read 3 Oct 2026
- Planning
- Goals-based planning is included in Plus and Premier, while cash flow planning is included in Pro and Premier.emoneyadvisor.com · read 3 Oct 2026
- Pricing
- The company says pricing varies based on organizational needs and recommends contacting sales for an estimate.emoneyadvisor.com · read 3 Oct 2026
- Product
- eMoney is a financial planning platform built for financial advisors to deepen client engagement and support planning from goal conversations through advanced cash flow analysis.emoneyadvisor.com · read 3 Oct 2026
- Security
- eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests.emoneyadvisor.com · read 3 Oct 2026
- Support
- Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products.emoneyadvisor.com · read 3 Oct 2026
- Training
- Advisor licenses include daily live training webinars, with separate paid live workshops also offered.emoneyadvisor.com · read 3 Oct 2026
- Trial
- eMoney offers a free trial through a request form that asks for business contact and company information.emoneyadvisor.com · read 3 Oct 2026
