eMoney

eMoney

eMoney Advisor
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About

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Dynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com

Company Information

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

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BITA Risk

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Categories

Wealth Management Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

CoinTracker Not Supported
Iress Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported

Integrations

CoinTracker Supported
Iress Not Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information