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eMoney

Read 41 eMoney reviews and testimonials from customers, explore 54 case studies and customer success stories, and watch 9 customer videos to see why companies chose eMoney as their Financial Planning Software

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
  • 54 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2683 reference ratings
4.8/5.0 (2683)

41Testimonials

  • “If we hire a new planner tomorrow, the playbook shows them exactly how we approach and execute planning in eMoney from the data we input to the outputs we create. …

    Lucas Winthrop Chief Operating Officer

  • “Initially I thought eMoney was only for the wealthy and wouldn’t necessarily work for all my clients. But I found that eMoney is the only platform that can really handle …

    Pamela Capalad Founder

  • “The eMoney solution has improved the client experience tremendously. And it has improved our communication with our clients.”

    Carrie Jones Certified Financial Planner
40 more testimonials currently locked

54 Case Studies

  • SouthState Wealth manages $6.5 million in new assets with eMoney

  • Range Financial Group scales holistic planning for 216 clients with eMoney

  • Sullivan Bruyette Speros & Blayney Improves Efficiency with eMoney

    Martine Lellis Chief Operating Officer
53 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 54 businesses that use eMoney.

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

FeaturedCustomers has 2,075,509+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.