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Product is available as a SaaS solution that requires no additional hardware.
Vendor works with customers of all sizes.
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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.
eMoney Advisor was founded in 2000 and is headquartered in Philadelphia, Pennsylvania.