MeridianLink Insight

MeridianLink Insight

MeridianLink
eMoney

eMoney

eMoney Advisor
+
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About

MeridianLink® Insight is a turnkey data intelligence tool that simplifies real-time analysis for financial institutions, eliminating costly R&D, complex master data management, and high-risk IT processes. With hundreds of pre-built dashboards, customizable reports, and automated delivery, institutions save time, reduce manual effort, and make faster, more informed strategic decisions. Dashboards and reports can be tailored to track KPIs, align with departmental goals, and support executive-level decision making. By providing scalable, secure access to critical data, Insight helps institutions boost revenue, optimize operations, and enhance the consumer experience.

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

Banks and credit unions looking to elevate their business through data intelligence.

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/insight/

Company Information

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

Alternatives

MeridianLink Access

MeridianLink Access

MeridianLink

Alternatives

MeridianLink Engage

MeridianLink Engage

MeridianLink
MeridianLink One

MeridianLink One

MeridianLink
MoneyGuide

MoneyGuide

Envestnet
MeridianLink Collect

MeridianLink Collect

MeridianLink

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance
Wealth.com

Integrations

CoinTracker
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance
Wealth.com
Claim eMoney and update features and information
Claim eMoney and update features and information