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FINANCIAL MANAGEMENT

eMoney Advisor 360 Pro Review

Product Snapshot

Pricing

Pricing is $324 a month.

Technology

eMoney Advisor 360 Pro is available as a SaaS solution that requires no additional hardware.

Customer Focus

eMoney Advisor works with customers of all sizes.

Selected Customers

Contact vendor directly for case studies.

About eMoney Advisor 360 Pro

eMoney Advisor 360 Pro eMoney Advisor 360 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, eMoney Advisor 360 Pro can generate over 200 types of presentations and reports.

About eMoney Advisor
eMoney Advisor was founded in 2000 and is headquartered in Philadelphia.

eMoney Advisor 360 Pro 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

 

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