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Investment Management Software

eMoney

Wealth-planning software for financial advisors and the clients they plan for

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About eMoney

eMoney is a wealth-planning system built for financial advisors. It was created by advisors, and the company says it is aimed at helping them put together comprehensive financial plans.

The product is sold as eMoney Advisor, and the maker highlights its transparency, accessibility, security and organisation of client financial information.

What eMoney offers

  • Wealth planning — a system for building full financial plans for clients.
  • Client financial overview — brings together the factors that affect a client's finances.
  • Supporting resources — materials that accompany the software.

Who it works with

Financial advisors preparing clients for long-term financial security.

Key facts

  • Product name: eMoney Advisor
  • Recognition: described by its maker as award-winning

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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