Vendor
eMoney
eMoney is a comprehensive financial planning software designed to streamline the planning process, improve client engagement, and strengthen relationships for advisors and their clients.
Boadilla del Monte, ES
Official websiteSector footprint
One company, every side of the market
WealthThis site
eMoney
eMoney is a comprehensive financial planning software designed to streamline the planning process, improve client engagement, and strengthen relationships for advisors and their clients.
Capability matrix
| Capability | eMoney |
|---|---|
| Account Aggregation | ● |
| Comprehensive Planning | ● |
Parent organization
eMoney
Founded
2000
Scale
1 sector presence