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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 2673 reference ratings
4.8/5.0 (2673)

41Testimonials

  • “When I start working with my clients, they may only be concerned about cash flow. But in just a few years, their financial situations are much more complex. eMoney can …

    Eric Roberge Founder

  • “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

  • “eMoney is a key solution for us because we’re very planning-focused, and we’re very consultative in our process. It’s an important part of how we deliver our services. eMoney is …

    Martine Lellis Chief Operating Officer
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54 Case Studies

  • NWF Advisory Group runs 20+ client meetings per week with eMoney

  • Sullivan Bruyette Speros & Blayney Improves Efficiency with eMoney

    Martine Lellis Chief Operating Officer

  • Jason Howell Company doubles AUM with eMoney

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 2,069,801+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.