eMoney

eMoney

eMoney Advisor
Nucoro eMoney

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Nucoro:

About

We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers.
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.
Nucoro:

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
Nucoro:

Audience

Financial managers seeking a tool to offer their clients digital financial products that are easy-access
eMoney:

Audience

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

Support

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

Support

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

API

Offers API Supported
eMoney:

API

Offers API Not Supported
Nucoro:

Screenshots and Videos

eMoney:

Screenshots and Videos

Nucoro:

Pricing

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

Pricing

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

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
Nucoro:

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
Nucoro:

Company Information

Nucoro
United Kingdom
www.nucoro.com
eMoney:

Company Information

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

Alternatives

eMoney:

Alternatives

Nucoro:
Third Financial

Third Financial

Third Financial Software
eMoney:
Nucoro:
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
eMoney:
Nucoro:
eMoney:
Nucoro:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
eMoney:
MoneyGuide

MoneyGuide

Envestnet
Nucoro:

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
Nucoro:

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
Nucoro:
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eMoney:
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