Vendor
eMoney Advisor
eMoney provides extensive financial planning solutions that empower advisors and their clients to easily organize data, plan for financial goals, and improve client engagement.
Radnor, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
eMoney Advisor
eMoney provides extensive financial planning solutions that empower advisors and their clients to easily organize data, plan for financial goals, and improve client engagement.
Capability matrix
| Capability | eMoney Advisor |
|---|---|
| Account Aggregation | ● |
| Client Portal | ● |
| Comprehensive Planning | ● |
Parent organization
eMoney Advisor
Founded
2000
Scale
1 sector presence