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eMoney Advisor emX Pro Review

Product Snapshot

Product Pricing

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

Customer Focus

Vendor works with customers of all sizes.

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About emX Pro

eMoney Advisor 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


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