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eMoney
Comprehensive financial planning software for advisors, offering goal-based planning, cash flow analysis, and client engagement tools.
Spendflo Score
Spendflo Score is a computed measure of all SaaS tools' financial and procurement health indicators. It helps make data-driven decisions about software investments.
Monitor all contracts, spends, benchmarking data, usage, anomalies, and more on one platform.
What is eMoney?
eMoney is a financial planning software used by advisors to create detailed financial plans, track client goals, and engage clients with real-time data and reporting.
How much does eMoney Cost?
eMoney's pricing typically ranges from **$3,600 to $10,000+ per year**.
What features does eMoney offer?
eMoney offers goal-based planning, cash flow analysis, scenario planning, account aggregation, and a client portal for continuous engagement.
Is eMoney secure?
Yes, eMoney is SOC2 and GDPR compliant, ensuring that sensitive client financial data is protected.
Can eMoney integrate with other tools?
Yes, eMoney integrates with various CRM, portfolio management, and financial planning software tools to streamline workflows for financial advisors.
What financial planning features does eMoney offer?
eMoney provides goal-based planning, cash flow analysis, scenario planning, account aggregation, and client engagement tools.
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