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  • 4+ References
  • 4.8 / 5.0 (636)
    31+ References
  • 4.8 / 5.0 (589)
    48+ References

eMoney Testimonials

  • “eMoney’s Decision Center makes it a lot easier to explain the impact of different decisions to our clients, whether they want to save more, retire later— whatever it might be. When clients can see those different scenarios play out in real-time, they can truly weigh the pros and cons, and …

  • “When I started using eMoney, all I did for two weeks was play with it. You can’t speak to clients effectively unless you understand the language of eMoney. In order to do so, advisors need to commit themselves to becoming proficient in the platform.”

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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
    4.8 / 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 …

  • Float
    Reference Rating
    4.8 / 5.0
    Customer References 48 total
    About

    Float is on a mission to simplify business finance in Canada. Simplify and save with Cards, Bill Pay, and Reimbursements powered by the smartest business finance platform for Canadian teams. …

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