← Back
E-Money

E-Money

software Endorsed by 1 creator Visit website →

Financial planning software widely used by financial advisors for comprehensive financial planning and client management.

Endorsed by

Andy Panko

Topics

financial planning advisor software planning tools wealth management client portal software

Used by

These creators have mentioned using this product

Andy Panko uses
"then advisor is the one who fires off you know sending them the stuff to get set up with with e-oney and with adise on"
Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial A... · ▶ 48:15 · Mar 2026

Also mentioned (1)

Casual references without a clear endorsement
Adam Dell mentioned "There are three dominant software packages that make up the bulk of the financial planning market..." ▶ 12:54