eMoney Advisor
Comprehensive planning with Monte Carlo, client portals, advanced analytics.
Overview
Industry-leading financial planning platform with advanced cash flow modeling, Monte Carlo simulations, client portals, and comprehensive reporting. Used by top RIAs and broker-dealers.
Key Features
- Advanced cash flow modeling
- Monte Carlo simulations
- Client portal & vault
- Tax-aware planning
- Estate planning module
Integrations
OrionTamaraBlack DiamondRedtailSalesforceMorningstar
Details
- Platforms
- Web, Mobile App, API
- Target Users
- RIAs, Broker-Dealers, Hybrid Advisors, Enterprise
- Pricing Model
- Contact
- Starting Price
- Free / Contact
- Full Pricing Details
- Contact for enterprise pricing
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