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An integrated financial planning software that allows financial advisors to create interactive, holistic financial plans and engage clients effectively through an easy-to-use interface.
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
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Unified Client Profile Comprehensive 360-degree view of client information, relationships, accounts, and activities in a single interface |
eMoney Pro offers a holistic 'client overview dashboard' giving advisors a 360-degree view of client profiles, including accounts, relationships, and activities. | |
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Household Relationship Mapping Ability to link and visualize family relationships, joint accounts, and household financial connections |
Household and relationship mapping is a documented feature of eMoney Pro, allowing visualization of family links and accounts. | |
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Client Segmentation Tools to categorize clients based on wealth tiers, service needs, profitability, or custom criteria |
Client segmentation tools are part of eMoney Pro, letting advisors categorize by net worth, profitability, etc. | |
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Client Onboarding Workflow Streamlined digital process for bringing new clients onto the platform with automated documentation and compliance checks |
Digital client onboarding workflows, including e-signature and KYC steps, are part of eMoney's onboarding suite. | |
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Contact Management System for tracking all client interactions, communications, and touchpoints |
Contact management and interaction history are part of the client record in eMoney Pro. | |
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Document Management Secure repository for client-related documents with version control and compliance tracking |
Document vaults/management are a central feature in eMoney Pro. | |
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Client Portal Integration Connection with client-facing interfaces, allowing advisors to see what clients see |
Advisor view is closely integrated with the client-facing portal in eMoney Pro, ensuring cohesion. | |
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Communication Tools Integrated email, messaging, and notification systems that maintain records of client communications |
eMoney offers an integrated communication center, supporting secure messaging, email, and alert notifications. | |
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Task Management System for creating, assigning, and tracking client-related tasks and follow-ups |
Task and activity management is a documented part of eMoney's advisor toolkit. | |
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Client Engagement Analytics Metrics on client interactions, satisfaction, and relationship depth |
Client engagement tracking and analytics dashboards are advertised eMoney features. | |
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Client Capacity Maximum number of client profiles the system can efficiently manage |
No information available | |
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Prospect Management Tools for tracking and nurturing potential clients through the sales pipeline |
Prospect and pipeline management is supported in eMoney Pro, per marketing materials. |
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Goal-Based Planning Framework for creating, tracking, and adjusting plans based on client life goals |
eMoney Pro is recognized for its goal-based planning framework. | |
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Retirement Planning Specialized tools for projecting and optimizing retirement scenarios and income strategies |
Retirement planning modules with projections and simulations are core to the platform. | |
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Cash Flow Analysis Tools for analyzing and projecting client income, expenses, and liquidity needs |
Cash flow analysis is a headline module in eMoney Pro. | |
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Estate Planning Integration Features supporting wealth transfer strategies and estate planning scenarios |
Estate planning tools, including scenarios and transfer analysis, are offered in eMoney Pro. | |
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Tax Planning Tools for tax optimization, harvesting, and projection across client accounts |
Tax planning and projection features are included in planning workflows. | |
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Insurance Analysis Capabilities for evaluating coverage needs and incorporating insurance products into financial plans |
Insurance needs analysis and integration are built into eMoney Pro. | |
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Education Planning Specialized planning tools for college and education funding goals |
Education planning and college funding tools are supported. | |
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Monte Carlo Simulation Probability analysis showing likelihood of plan success under various market scenarios |
Monte Carlo probability simulation is highlighted in eMoney's plan analysis. | |
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What-If Scenario Modeling Ability to create and compare multiple planning scenarios with different assumptions |
What-if scenario modeling is a major part of eMoney Pro's interactive planning. | |
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Plan Monitoring Automated tracking of plan progress against goals with alerts for variances |
Automated plan tracking and goal alerts are part of the suite. | |
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Client-Facing Plan Visualizations Engaging graphical representations of financial plans designed for client understanding |
Client-facing, interactive visualizations are a core eMoney differentiator. | |
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Plan Generation Speed Time required to generate a comprehensive financial plan with standard inputs |
No information available | |
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Risk Capacity Assessment Tools to evaluate a client's financial ability to withstand market volatility |
Risk capacity and tolerance assessment tools are integrated. |
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Model Portfolio Management Infrastructure for creating, managing, and implementing model portfolios across client accounts |
No information available | |
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Rebalancing Engine Automated tools for identifying and executing portfolio rebalancing opportunities |
No information available | |
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Asset Allocation Tools Analytics for optimizing portfolio diversification across asset classes |
Asset allocation and portfolio analytics are a featured part of proposal generation. | |
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Investment Proposal Generation Automated creation of compliant, personalized investment proposals |
The proposal builder auto-generates compliant, personal investment proposals. | |
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Performance Reporting Comprehensive reporting on portfolio performance with benchmarking capabilities |
Performance reporting is included in the advisor and client dashboards. | |
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Fee Analysis Tools for calculating, disclosing, and optimizing investment costs and advisory fees |
Fee calculation and disclosure are part of eMoney workflows. | |
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Tax-Aware Investing Capabilities for tax-efficient investing and tax-loss harvesting |
Tax-aware investing and tax-loss features are noted in product literature. | |
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ESG/SRI Screening Tools for incorporating environmental, social, governance, or socially responsible criteria into portfolios |
ESG and SRI screening options can be incorporated in portfolio planning. | |
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Alternative Investment Support Ability to incorporate and report on non-traditional investments like private equity, hedge funds, or real estate |
Support for alternatives reporting exists, though details vary by integration. | |
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Trading Integration Connectivity with order management and execution platforms |
eMoney Pro offers some trading platform integrations. | |
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Investment Research Access Integration with research platforms and content for security selection |
No information available | |
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Portfolio Drift Alerts Automated notifications when portfolios move outside of target allocations |
Portfolio drift alerts/notifications are supported as part of monitoring. | |
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Rebalancing Speed Time required to analyze and generate rebalancing recommendations for the average client portfolio |
No information available |
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Risk Profiling Questionnaires and tools to assess client risk tolerance and preferences |
Risk profiling questionnaires are available in the onboarding and analysis workflows. | |
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Portfolio Risk Analysis Tools to measure and visualize risk metrics across client portfolios |
Portfolio risk analysis (e.g., Value at Risk) tools are included. | |
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Stress Testing Capability to simulate portfolio performance under extreme market conditions |
Stress-testing tools are provided for plan and portfolio analysis. | |
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Downside Protection Strategies Tools for implementing hedging or protection strategies in portfolios |
No information available | |
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Risk Budget Management Framework for allocating risk across portfolio components |
No information available | |
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Risk-Adjusted Return Analysis Metrics showing performance in the context of risk taken |
Metrics such as Sharpe and Sortino ratios are reported for risk-adjusted returns. | |
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Behavioral Risk Assessment Tools to identify and address client behavioral biases that impact investment decisions |
Behavioral risk assessment tools are available via integrated modules or add-ons. | |
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Risk Visualization Tools Client-friendly graphics that effectively communicate risk concepts |
Risk visualization such as gauges, colored projections, etc. are built in. | |
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Scenario Analysis Tools to model portfolio performance under specific market scenarios |
Scenario analysis is part of eMoney Pro's planning tools. | |
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Correlation Analysis Tools to analyze and visualize relationships between different investments |
Correlation analysis of investments is reported in the portfolio tools. | |
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Risk Monitoring Alerts Automated notifications when portfolio risk metrics exceed thresholds |
Risk alerts/notifications are included in advisor dashboards. | |
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Risk Model Options Number of different risk modeling methodologies available in the system |
No information available |
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Core Banking Integration Seamless connectivity with the bank's central account and transaction systems |
No information available | |
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CRM Integration Connection with customer relationship management systems for unified client data |
CRM integrations (e.g. Redtail, Salesforce) are heavily marketed for eMoney Pro. | |
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Custodian Data Feeds Automated imports of account and position data from custodial platforms |
Custodian data feeds (Schwab, Fidelity, TD, etc.) supported. | |
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Market Data Integration Access to real-time or delayed market pricing and information |
Market data integration for planning and proposal tools is a feature. | |
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Account Aggregation Ability to incorporate held-away assets and liabilities into comprehensive client view |
Account aggregation for held-away assets/liabilities is a core eMoney value proposition. | |
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API Ecosystem Extensible architecture allowing connection with third-party applications |
Open API ecosystem and integrations are available. | |
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Business Intelligence Tools Analytics capabilities for identifying trends and opportunities across client base |
Business intelligence tools are built into the advisor analytics center. | |
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Data Visualization Interactive tools for exploring and presenting complex financial data |
Interactive and graphical data visualization is a selling point. | |
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Data Quality Management Processes for ensuring data accuracy, completeness, and consistency |
Data quality management/validation is documented in compliance and due diligence materials. | |
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Custom Reporting Engine Tools allowing advisors to create personalized reports for clients or management |
Custom reporting tools are part of eMoney's flexible reporting engine. | |
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Data Warehousing Infrastructure for storing and analyzing historical client and performance data |
Historical storage and data warehousing are included for reporting. | |
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Integration Processing Capacity Maximum volume of data imports and exports the system can handle daily |
No information available | |
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Machine Learning Capabilities Advanced analytics using AI to identify patterns and generate insights |
Selected eMoney features use machine learning for insights and financial behavior analysis. |
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Regulatory Reporting Automated generation of required regulatory filings and reports |
Regulatory reporting features for advisors and forms are included. | |
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KYC/AML Integration Tools for Know Your Customer and Anti-Money Laundering compliance |
KYC/AML steps are configurable in onboarding workflows (with some features enabled by integration). | |
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Suitability Assessment Framework for ensuring investment recommendations match client profiles |
Suitability assessment is part of the client risk profiling suite. | |
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Fee Disclosure Management Tools for calculating, disclosing, and documenting advisory fees and costs |
Fee disclosure and compensation reporting tools are included. | |
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Communication Archiving System for retaining client communications in compliance with regulations |
Integrated communication archiving is included for audit and compliance purposes. | |
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Supervision Workflows Processes for supervisory review of advisor activities and recommendations |
Advisor activity review and supervision features exist as part of compliance modules. | |
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Conflict of Interest Management Tools for identifying and addressing potential conflicts in recommendations |
No information available | |
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Best Interest Documentation Features supporting documentation of best interest or fiduciary considerations |
eMoney provides features to document fiduciary/best-interest recommendations. | |
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Exception Reporting Automated identification of transactions or activities requiring review |
Exception and activity reporting are included in compliance dashboard suite. | |
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Compliance Dashboard Central view of compliance status across advisors and clients |
Compliance dashboard for monitoring firm/advisors is part of eMoney's admin tools. | |
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Regulatory Update Management Process for implementing changes to comply with new regulations |
The eMoney team advertises proactive regulatory update management workflows. | |
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Audit Trail Comprehensive logging of system activities for regulatory review |
Audit trail and activity logging are included throughout the platform for compliance. | |
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Compliance Rule Capacity Maximum number of concurrent compliance rules that can be actively monitored |
No information available |
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Advisor Dashboard Personalized interface showing priorities, tasks, and client information |
Advisor dashboard is the main advisor UI in eMoney Pro. | |
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Automated Workflows Pre-built processes for common advisor activities with tracking |
Automated workflows for onboarding, document review, approvals are built in (and customizable). | |
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Calendar Integration Connection with scheduling tools for meeting management |
Calendar integration (e.g. Outlook, Google) is supported in the eMoney ecosystem. | |
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Mobile Access Responsive design or dedicated app for on-the-go advisory work |
Mobile access via browser and iOS/Android apps is available for advisors. | |
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Template Library Collection of pre-approved communications, plans, and proposals |
Content, plan, and client document template library available for advisors. | |
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Batch Processing Ability to perform actions across multiple clients simultaneously |
Batch actions for key operations (e.g. reporting) are available. | |
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Digital Signature Support Integration with e-signature platforms for paperless workflows |
Digital signature (DocuSign, etc.) integrated for onboarding and documents. | |
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Artificial Intelligence Assistance AI-powered tools for research, recommendations, or administrative tasks |
No information available | |
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Meeting Preparation Tools Automated generation of client review materials and talking points |
Client meeting prep reports and talking point generators are included in advisor workflows. | |
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Notification Management System for prioritizing and managing alerts and updates |
Notification and alert management tools for advisors. | |
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Activity Tracking Measurement of advisor activities and productivity metrics |
Activity tracking and productivity analytics are built in. | |
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Knowledge Management Repository of best practices, policies, and reference materials |
Knowledgebase and policy library are included. | |
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System Response Time Average time for the platform to respond to standard advisor queries |
No information available |
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Role-Based Access Control Granular permissions system controlling what different team members can view and modify |
Role-based permissions and access control for advisors and support staff. | |
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Team Assignment Ability to define service teams around clients with clear responsibilities |
Team creation and assignment options are available. | |
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Internal Messaging Secure communication system for team coordination about client matters |
Secure internal messaging/chat for teams is supported. | |
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Activity Logging Transparent record of all team member actions and client interactions |
Comprehensive activity logging for all advisor and support staff actions. | |
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Collaborative Document Editing Ability for multiple team members to work on plans or proposals simultaneously |
Collaborative editing and reviews enabled via document workflows. | |
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Specialist Integration Framework for incorporating subject matter experts into client service |
Subject matter specialist workflow management is supported. | |
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Workflow Assignment System for routing tasks to appropriate team members with tracking |
Automated workflow routing and assignment are configurable. | |
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Coverage Management Tools for managing team coverage during absences or transitions |
Coverage management tools exist for team/absences (documented in admin features). | |
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Shared Calendar Team visibility into meeting schedules and client commitments |
Shared calendar capabilities are available for service teams. | |
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Cross-Team Referrals Process for managing client referrals between advisory teams |
Cross-team referral workflows provided in CRM/advisor tools. | |
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Performance Tracking Metrics on team effectiveness and service delivery |
Team performance and effectiveness reporting available in analytics. | |
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Maximum Team Size The largest number of team members that can be effectively supported on a single client relationship |
No information available |
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Client Portal Quality Sophistication and usability of the client-facing digital experience |
eMoney's client portal is highly rated for usability, design, and integration. | |
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Mobile App Availability Dedicated mobile application for clients to access accounts and plans |
Mobile applications for clients (iOS/Android) are available. | |
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Digital Document Sharing Secure system for exchanging documents with clients |
Digital document vault for sharing documents with clients is a distinguishing feature. | |
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Personalized Reporting Ability to customize reports based on client preferences and needs |
Clients can receive tailored, custom reports according to advisor configuration. | |
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Educational Content Integration Access to financial education resources tailored to client situations |
Educational and financial literacy content is integrated for clients. | |
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Goal Visualization Interactive tools showing progress toward financial objectives |
Clients can view visual progress toward financial goals interactively. | |
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Secure Messaging Private communication channel between clients and advisory team |
Secure two-way client-advisor messaging is available in the portal/app. | |
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Self-Service Capabilities Features allowing clients to initiate common requests independently |
Self-service document upload, download, and some update features for clients. | |
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Appointment Scheduling Online tools for clients to book meetings with advisors |
Online client meeting scheduling tools are included. | |
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Net Worth Dashboard Comprehensive view of client's total financial picture |
Net worth dashboard, showing all assets/liabilities, is a core interface for clients/advisors. | |
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Client Feedback Collection Mechanisms for gathering and acting on client satisfaction input |
eMoney client experience platform has built-in feedback tools. | |
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White-Labeling Options Ability to customize branding of client-facing interfaces |
Branding and white-label functionality is provided for enterprise clients. | |
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Client Portal Uptime Percentage of time the client portal is available and functioning properly |
No information available |
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Cloud-Based Architecture Platform delivered via secure cloud infrastructure rather than on-premises |
eMoney Pro is delivered via secure cloud/SaaS with no on-premises requirement. | |
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System Reliability Platform stability and resistance to outages or performance issues |
System reliability is emphasized in eMoney service-level commitments. | |
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Data Security Protocols Comprehensive safeguards protecting client and firm information |
Industry-standard data security policies and controls are documented publicly. | |
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Multi-Factor Authentication Enhanced login security requiring multiple verification methods |
Multi-factor authentication is standard for both advisor and client logins. | |
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Disaster Recovery Robust backup and restoration capabilities in case of system failure |
Disaster recovery and business continuity provisions are documented for eMoney cloud. | |
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Scalability Ability to grow with increasing users, clients, and transaction volume |
Proven performance with enterprise-scale clients and increasing user/client loads. | |
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Update Frequency Regular delivery of new features and improvements |
Frequent product updates, releases, and feature announcements are the norm. | |
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Customization Options Ability to adapt platform to firm-specific needs and workflows |
Configurability and adaptation to firm-specific workflows is possible. | |
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Integration Architecture Framework for connecting with other systems via APIs or other methods |
Open API integration and modular architecture support external connections. | |
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Performance Optimization Design focused on speed and responsiveness for complex operations |
Performance optimization through cloud hosting and modern software stack. | |
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Browser Compatibility Support for various web browsers and operating systems |
Browser compatibility is broad, supporting Chrome, Safari, Edge, Firefox. | |
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Single Sign-On Support Integration with enterprise authentication systems |
Single sign-on (SSO) is supported for enterprise clients. | |
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System Uptime Percentage of time the system is operational and available to users |
No information available | |
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Maximum Concurrent Users Number of users who can actively use the system simultaneously without performance degradation |
No information available |
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