eMoney Advisor emX Pro Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with customers of all sizes.

Select Customers

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About emX Pro

emX Pro is a financial planning software solution that is designed to work with clients throughout their entire lives. As users enter clients’ financial data into the program, it can create visualizations for cash flow, set financial goals and milestones and generate what if scenarios for potential cash-related problems.

Once a plan is fully fleshed out, users can directly work with clients and receive collaborative feedback. In the event that a client passes away, the system can manage all inheritance planning. The product sends out alerts for upcoming key tasks and appointments, and all user activity is fully stored in audit trails. Lastly, the platform can generate over 200 types of presentations and reports.

About the Company

eMoney Advisor was founded in 2000 and is headquartered in Philadelphia, Pennsylvania.

emX Pro Key Features

SaaS financial planning software solution
Works with clients throughout their entire lives
Displays cash flow as visualizations and runs what if scenarios for potential problems
Sets financial goals and milestones
Logs all activity in audit trails
Sends out alerts whenever key appointments are about to start
Users can collaborate with clients on plans