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  • 4.7 / 5.0 (667)
    31+ References
  • 4.8 / 5.0 (332)
    14+ References

eMoney Case Studies

  • Simplifynance FlexGen Advisors Engage Next-gen Prospects with eMoney

  • Horizon Financial Group manages 300 households and 75 retirement plans with eMoney

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  • RightCapital Inc
    Reference Rating
    Customer References 4 total
    About

    RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …

  • Asset-Map
    Reference Rating
    4.7 / 5.0
    Customer References 31 total
    About

    Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …

  • Conquest Planning
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company …

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