MeridianLink InsightMeridianLink
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eMoneyeMoney Advisor
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Related Products
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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.
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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.
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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
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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
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Audience
Banks and credit unions looking to elevate their business through data intelligence.
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Audience
Financial advisors that need a CRM solution to improve and manage all their operations
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingSchedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationMeridianLink
Founded: 1998
United States
www.meridianlink.com/products/insight/
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Company InformationeMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Not Supported
Benchmarking
Supported
Budgeting & Forecasting
Not Supported
Dashboard
Supported
Data Analysis
Supported
Key Performance Indicators
Supported
Natural Language Generation (NLG)
Not Supported
Performance Metrics
Supported
Predictive Analytics
Not Supported
Profitability Analysis
Not Supported
Strategic Planning
Not Supported
Trend / Problem Indicators
Not Supported
Visual Analytics
Not Supported
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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
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Integrations
CoinTracker
Not Supported
MeridianLink Collect
Supported
MeridianLink Consumer
Supported
MeridianLink Engage
Supported
MeridianLink One
Supported
MeridianLink Opening
Supported
MoneyGuide
Not Supported
Morningstar Advisor Workstation
Not Supported
Nitrogen
Not Supported
Plus & Minus
Not Supported
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Integrations
CoinTracker
Supported
MeridianLink Collect
Not Supported
MeridianLink Consumer
Not Supported
MeridianLink Engage
Not Supported
MeridianLink One
Not Supported
MeridianLink Opening
Not Supported
MoneyGuide
Supported
Morningstar Advisor Workstation
Supported
Nitrogen
Supported
Plus & Minus
Supported
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