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eMoney

Read 41 eMoney reviews and testimonials from customers, explore 31 case studies and customer success stories, and watch 9 customer videos to see why companies chose eMoney as their Financial Services

eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout.

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  • 41 Testimonials View
  • 31 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2437 reference ratings
4.8/5.0 (2437)

41Testimonials

  • "eMoney is the cornerstone of each client’s plans. We use it each time we sit down with them. It’s key to our conversations."

    Jody Padar CEO

  • “Because eMoney exists, we’re able to execute our technology mission."

    Bradley M. Shepherd President

  • “eMoney’s Decision Center makes it a lot easier to explain the impact of different decisions to our clients, whether they want to save more, retire later— whatever it might be. …

    Matt Cosgriff Wealth Advisor
40 more testimonials currently locked

31 Case Studies

  • Archer Investment Management An Interactive Financial Approach to Gaining Clients for Life

    Nina O’Neal Partner and Investment Advisor

  • Simonet Financial Group Increases Value and Revenue with eMoney

    Bill Simonet Managing Principal

  • Simplifynance FlexGen Advisors Engage Next-gen Prospects with eMoney

    Rachel Stewart Younger Advisor
30 more case studies currently locked

9 Customer Videos

8 more videos currently locked

Additional eMoney Information & Resources

Read eMoney Reviews, Testimonials & Customer References from 41 real eMoney customers.

Browse eMoney Case Studies, Customer Success Stories, & Customer References from 31 businesses that use eMoney.

Watch eMoney Customer Videos to learn why 9 businesses chose eMoney.

FeaturedCustomers has 1,902,717+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.