eMoney

eMoney

eMoney Advisor
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About

DEPTH4 reads thousands of headlines so you don't have to. It turns news into structured macro theses with trade plans, tracks them as evidence arrives, and rolls them into SIGNALS — live views on which assets have the most room to move. It doesn't stop at what's happening now. DEPTH4 maps what happens next (the full macro cascade) and what the market hasn't priced in yet — direction, timing, and unpriced room, not another news feed.

About

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Traders, analysts

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

No images available

Screenshots and Videos

Pricing

$29/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DEPTH4
Founded: 2026
Sweden
depth4.com

Company Information

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

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
MoneyGuide

MoneyGuide

Envestnet

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
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance
Wealth.com

Integrations

CoinTracker
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance
Wealth.com
Claim DEPTH4 and update features and information
Claim DEPTH4 and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information