eMoney References Capped?

Access even more references from these marketplace competitors

Work at
eMoney?
Upgrade Profile
  • 4+ References
  • 4.7 / 5.0 (669)
    31+ References
  • 4.8 / 5.0 (336)
    14+ References

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.

Show more
Categories:
Show more
  • 41 Testimonials View
  • 54 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2655 reference ratings
4.8/5.0 (2655)

41Testimonials

  • “Gen X and Y continues to be an underserved market, which was attractive to us as business owners."

    Kile Lewis Founder

  • “eMoney allows us to graphically show a client’s finances. Our clients really respond to a living plan versus a printout from a spreadsheet. And eMoney is interactive, so we can …

    Rachel Stewart Younger Advisor

  • "With new clients, we put all of their outside brokerage accounts in the system. That gives us the opportunity to explain options and how to transition the money, along with …

    Summer Hathaway Wealth Management Office Manager
40 more testimonials currently locked

54 Case Studies

  • MRK Financial Solutions streamlines planning for 13-member team with eMoney

  • eMoney Opens New Markets for Fast Growing Advisor

    David Edwards President

  • Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence …

    Michael Henley Founder and CEO
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 2,035,152+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.