eMoney

eMoney

eMoney Advisor
Iress eMoney

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Iress:

About

Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies.
eMoney:

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.
Iress:

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
eMoney:

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
Iress:

Audience

Financial services firms looking for an advanced Investment Management solution
eMoney:

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Iress:

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
Iress:

Screenshots and Videos

eMoney:

Screenshots and Videos

Iress:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
eMoney:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Iress:

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
eMoney:

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
Iress:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
eMoney:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Iress:

Company Information

Iress
Founded: 1993
Australia
www.iress.com
eMoney:

Company Information

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

Alternatives

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Iress:
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eMoney:
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eMoney:
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Iress:

Categories

eMoney:

Categories

eMoney:

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
Iress:

Integrations

CoinTracker Not Supported
Dynamic Planner Supported
Engaged CRM Supported
LivePreso Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
OX Securities Supported
Plus & Minus Not Supported
SmartOffice Not Supported
SuperCore Supported
Tres Finance Not Supported
VideoSign Supported
Virtual Cabinet Supported
Wealth.com Not Supported
eMoney:

Integrations

CoinTracker Supported
Dynamic Planner Not Supported
Engaged CRM Not Supported
LivePreso Not Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
OX Securities Not Supported
Plus & Minus Supported
SmartOffice Supported
SuperCore Not Supported
Tres Finance Supported
VideoSign Not Supported
Virtual Cabinet Not Supported
Wealth.com Supported
Iress:
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Claim Iress and update features and information
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information