eMoney

eMoney

eMoney Advisor
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Independent advisors seeking a solution to manage clients, investment options, and services

Audience

Financial advisors that need a CRM solution to improve and manage all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AssetMark
United States
www.assetmark.com

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com

Alternatives

Third Financial

Third Financial

Third Financial Software

Alternatives

VestmarkONE

VestmarkONE

Vestmark
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Summit AdvisorOS

Summit AdvisorOS

Summit Wealth
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Plus & Minus
RightCapital
Tres Finance

Integrations

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Plus & Minus
RightCapital
Tres Finance
Claim AssetMark and update features and information
Claim AssetMark and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information