MeridianLink Insight

MeridianLink Insight

MeridianLink
eMoney

eMoney

eMoney Advisor
MeridianLink Insight eMoney

Related Products

  • Banker's Dashboard
    4.8 out of 5 stars 6 Ratings
    Visit Website for Banker's Dashboard
  • D&B Connect
    4.1 out of 5 stars 189 Ratings
    Visit Website for D&B Connect
  • Monarch Money
    4.9 out of 5 stars 139,855 Ratings
    Visit Website for Monarch Money
  • Sumsub
    4.6 out of 5 stars 240 Ratings
    Visit Website for Sumsub
  • Kantata
    4.2 out of 5 stars 2,344 Ratings
    Visit Website for Kantata
  • GWI
    4.4 out of 5 stars 201 Ratings
    Visit Website for GWI
  • Traild
    4.7 out of 5 stars 6 Ratings
    Visit Website for Traild
  • Collect!
    4.7 out of 5 stars 81 Ratings
    Visit Website for Collect!
  • Fraud.net
    4.7 out of 5 stars 57 Ratings
    Visit Website for Fraud.net
  • Qloo
    5.0 out of 5 stars 23 Ratings
    Visit Website for Qloo
MeridianLink Insight:

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.
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.
MeridianLink Insight:

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
MeridianLink Insight:

Audience

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

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
MeridianLink Insight:

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
MeridianLink Insight:

Screenshots and Videos

eMoney:

Screenshots and Videos

MeridianLink Insight:

Pricing

Schedule 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
eMoney:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
MeridianLink Insight:

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
MeridianLink Insight:

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
MeridianLink Insight:

Company Information

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

Company Information

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

Alternatives

MeridianLink Access

MeridianLink Access

MeridianLink
eMoney:

Alternatives

MeridianLink Insight:
eMoney:
MeridianLink Insight:
MeridianLink Engage

MeridianLink Engage

MeridianLink
eMoney:
MeridianLink Insight:
MeridianLink One

MeridianLink One

MeridianLink
eMoney:
MeridianLink Insight:
MeridianLink Collect

MeridianLink Collect

MeridianLink
eMoney:
MoneyGuide

MoneyGuide

Envestnet
MeridianLink Insight:

Categories

eMoney:

Categories

MeridianLink Insight:

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
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
MeridianLink Insight:

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
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported
eMoney:

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
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
MeridianLink Insight:
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information