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SPECIFICTION
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eMoney Advisor

emoneyadvisor.com

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Spec score 8.1 #8 of 31 in Financial Advisor Software

What it is

eMoney Advisor is a financial planning platform for financial advisors, covering work from goal discussions 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 produces strategies for an advisor to review and refine. Clients can use the Client Portal for updates and documents; Premier adds the Premium Client Portal, whose mobile app offers biometric support and notifications.

Other listed capabilities include account aggregation, spending and budgeting tools, business analytics, tax, investment, insurance and scenario planning. Its integrations directory names providers such as Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox and YCharts. Enterprise offerings use APIs and aggregation tools. Pricing varies by organizational needs and is available on request; there is no free plan. A free trial can be requested using a form that asks for business contact and company information. The platform serves banks, broker-dealers and registered investment advisors.

Spec sheet

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.Read 3 Oct 2026 · emoneyadvisor.com
Intended users
eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors.Read 3 Oct 2026 · emoneyadvisor.com
Trial
eMoney offers a free trial through a request form that asks for business contact and company information.Read 3 Oct 2026 · emoneyadvisor.com
Integrations
The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts.Read 3 Oct 2026 · emoneyadvisor.com
Security
eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests.Read 3 Oct 2026 · emoneyadvisor.com
Compliance
eMoney states that it conducts an annual SOC 2 audit of the company and its datacenters.Read 3 Oct 2026 · emoneyadvisor.com
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.Read 3 Oct 2026 · emoneyadvisor.com
Headquarters
Radnor, Pennsylvania, United StatesRead 23 Sep 2026 · emoneyadvisor.com
Founded
2000Read 23 Sep 2026 · emoneyadvisor.com
Client portal
The Client Portal provides clients with ongoing access to important updates and documents, and Premier includes the Premium Client Portal.Read 3 Oct 2026 · emoneyadvisor.com
CoPlanner
CoPlanner analyzes client facts and generates planning strategies for an advisor to review and refine.Read 3 Oct 2026 · emoneyadvisor.com
Enterprise
eMoney offers enterprise solutions that use APIs and aggregation tools to extend planning capabilities and create scalable client experiences.Read 3 Oct 2026 · emoneyadvisor.com
Mobile app
The Premium Client Portal mobile app is available in the App Store and Google Play Store and includes biometric support and notifications.Read 3 Oct 2026 · emoneyadvisor.com
Planning
Goals-based planning is included in Plus and Premier, while cash flow planning is included in Pro and Premier.Read 3 Oct 2026 · emoneyadvisor.com
Pricing
The company says pricing varies based on organizational needs and recommends contacting sales for an estimate.Read 3 Oct 2026 · emoneyadvisor.com
Training
Advisor licenses include daily live training webinars, with separate paid live workshops also offered.Read 3 Oct 2026 · emoneyadvisor.com

Plans and prices

Plus Priced on request Pricing varies based on organizational needs; contact eMoney for an estimate. Goals-based planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com
Premier Priced on request Pricing varies based on organizational needs; contact eMoney for an estimate. Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com
Pro Priced on request Pricing varies based on organizational needs; contact eMoney for an estimate. Cash flow planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com

Every eMoney Advisor plan and price →

Strong points and limits

Strong points

  • Plus includes goals-based planning
  • Pro includes cash flow planning
  • Premier includes both planning approaches
  • CoPlanner generates strategies for advisor review
  • Advisor licenses include daily live training webinars

Limits

  • No free plan
  • Pricing varies and requires a sales estimate
  • Free trial request requires business and company information

Who it suits

It is built for financial advisors and is also described as serving banks, broker-dealers and registered investment advisors. Advisors can choose among plans with different goal-based and cash-flow planning features.

Verdict

eMoney Advisor offers planning tools and client access features across several plans, with capabilities that vary by tier. Buyers need to request pricing and a trial rather than start with a free plan.

Where Specifiction places it

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