eMoney

eMoney

eMoney Advisor
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About

FNZ’s platform-as-a-service is a unique combination of market-leading technology, IT infrastructure, and investment operations. Front office digital delivery is seamlessly integrated with back-office operations and in-region hosting and infrastructure. We are obsessive about security, resilience and scalability. FNZ platforms are built upon state-of-the-art technology and protected by industry-leading cyber security standards. We have unrivaled experience in platform implementations and large-scale migrations, using our own in-house migration engine. State-of-the-art IT infrastructure ensures continuous security, availability, performance and scalability on all services at all times. Our digital-first solutions are provided from in-country or in-region datacentres operated by FNZ. FNZ provides industrial-strength, scale asset-servicing by leveraging automated end-to-end straight-through processing and control monitoring.

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

Enterprises in need of a front-to-back investment management platform to optimize transactions, management and accounting data

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FNZ
Founded: 2003
New Zealand
www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Company Information

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

Alternatives

Alternatives

MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

Investment Management Features

Accounting Management Supported
Benchmarking 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

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

Appway Digital Banking Supported
CoinTracker Not 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

Appway Digital Banking Not Supported
CoinTracker Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Claim FNZ and update features and information
Claim FNZ and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information