eMoney

eMoney

eMoney Advisor
JUMO eMoney

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JUMO:

About

We’ve built a smart financial services platform to make finance accessible to everyone. JUMO is the market-leading banking as a service platform, enabling real-time access to funds at the lowest possible operating cost. Integrating into JUMO’s platform enables our partners to offer loans, savings and a wide range of financial choices to a new group of customers. The platform has two distinct capabilities which work together to provide a full digital banking service. The technology which provides end-to-end, next-generation banking infrastructure. The learning machine analyzes data to reduce the cost and risk of lending. We use artificial intelligence and machine learning to build accurate credit scores and targeted financial products for people who don’t have a formal financial identity, collateral or credit record. We provide our eMoney and banking partners with all the reporting, analytics and insight they need to offer individualized financial services with high value.
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.
JUMO:

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
JUMO:

Audience

Organizations and individuals seeking a smart financial services platform to make finance accessible
eMoney:

Audience

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

Support

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

Support

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

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
JUMO:

Screenshots and Videos

eMoney:

Screenshots and Videos

JUMO:

Pricing

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

Pricing

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

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
JUMO:

Training

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

Training

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

Company Information

JUMO
Founded: 2014
United States
jumo.world/
eMoney:

Company Information

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

Alternatives

eMoney:

Alternatives

JUMO:
Finicity

Finicity

Mastercard
eMoney:
JUMO:
eMoney:
JUMO:
SBS Banking Platform

SBS Banking Platform

SBS
4.5 out of 5 stars
eMoney:
JUMO:
Central Payments Open*CP

Central Payments Open*CP

Central Payments
eMoney:
MoneyGuide

MoneyGuide

Envestnet
JUMO:

Categories

Banking Supported
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
JUMO:

Integrations

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
eMoney:

Integrations

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