eMoney

eMoney

eMoney Advisor
+
+

Related Products

  • FundCount
    11 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    413 Ratings
    Visit Website
  • Premier Construction Software
    344 Ratings
    Visit Website
  • Ticketsauce
    23 Ratings
    Visit Website
  • DirectMail2.0
    6 Ratings
    Visit Website
  • YesEvents
    34 Ratings
    Visit Website
  • MSCTIME
    21 Ratings
    Visit Website
  • Sportsman Web
    49 Ratings
    Visit Website

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

Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios

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

$500 per month
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

CircleBlack
Founded: 2013
United States
www.circleblack.com

Company Information

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

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

Moneytree

Moneytree

Moneytree Software
PriceMetrix

PriceMetrix

McKinsey & Company
MoneyGuidePro

MoneyGuidePro

MoneyGuide
SIMON

SIMON

SIMON Markets
FactSet

FactSet

FactSet Research Systems
SIMON

SIMON

SIMON Markets

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

MoneyGuidePro
CoinTracker
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
Morningstar Advisor Workstation
Plus & Minus
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Tres Finance
Wealthbox

Integrations

MoneyGuidePro
CoinTracker
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
Morningstar Advisor Workstation
Plus & Minus
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Tres Finance
Wealthbox
Claim CircleBlack and update features and information
Claim CircleBlack and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information