E-Money
Financial planning software widely used by financial advisors for comprehensive financial planning and client management.
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What creators say
"A lot of people say they do retirement planning, but when you look under the hood, they may be using an off-the-shelf tool, whether that be like Money Guide Pro or eMoney."
More from Dana Anspach →"Financial planning went from MoneyGuidePro to eMoney."
More from Wendy Ciehanski →
"Let's get e-Money or Right Capital or Mint.com or Monarch Money now, which has an advisor tool. Let's use technology things to automate the categorization tracking."
More from Michael Kitces →"Years ago we used eMoney. The way eMoney kind of had that it had one module where you sort of would do the big color plates of you know, what is this goal and you could do goal scenarios, but then it was in another place that you did basic retirem..."
More from Liz Miller →"There are three dominant software packages that make up the bulk of the financial planning market. E-money, Money Guy Pro, and Right Capital."
More from Adam Dell →Topics
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