eMoney References Capped?

Access even more references from these marketplace competitors

Work at
eMoney?
Upgrade Profile
  • 17+ References
  • 4.7 / 5.0 (730)
    33+ References
  • 4.8 / 5.0 (387)
    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 2733 reference ratings
4.8/5.0 (2733)

41Testimonials

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

    Carrie Jones Certified Financial Planner

  • “What people really need is someone to come alongside them, to be on their team, to support and encourage them, and to hold them accountable so that they can meet …

    Kyle Brownlee CEO and Senior Wealth Advisor

  • “eMoney provides a client experience that’s very different. It really is, in a way, [the client’s] personal website.”

    Jeff Huizenga Relationship Manager
40 more testimonials currently locked

54 Case Studies

  • Bell Bank Grows 75% of New Assets on Their Trust Platform with …

    Becky Walen SVP/Senior Wealth Management Advisor

  • New Vision CPA Creates Opportunities and Strengthens Client Relationships with eMoney

    Jody Padar CEO

  • Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

    Dan Silver President 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 2,116,502+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.