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Cash-flow financial planning
eMoney Advisor is financial planning software software offering financial planning software with cash-flow planning, client portal and aggregation. eMoney Advisor helps financial advisors work more efficiently and achieve better outcomes.
eMoney Advisor is built for financial advisors. It suits teams that want cash-flow planning without spreadsheets and disconnected tools.
Compared with alternatives like MoneyGuide, eMoney Advisor differentiates on cash-flow planning. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core eMoney Advisor for growing teams. Contact for a quote.
Advanced eMoney Advisor for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| cash-flow planning | , | |
| client portal | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| account aggregation | , | |
| presentations | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Non-dilutive capital for SaaS and software founders.
Business planning, budgeting, and forecasting
Advisory reporting and forecasting for advisors
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