eMoney

eMoney

eMoney Advisor
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About

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

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 Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

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

Audience

Organizations needing a solution to manage and improve their financial planning operations

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$139.95 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

RightCapital
United States
www.rightcapital.com

Company Information

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

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
MoneyGuide

MoneyGuide

Envestnet
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

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

Integrations

Morningstar Advisor Workstation Supported
Nitrogen Supported
SmartOffice Supported
Addepar Supported
Altruist Supported
AssetMark Supported
Axos Invest Supported
Black Diamond Wealth Platform Supported
Bridge Supported
CircleBlack Supported
CoinTracker Not Supported
Envestnet | Tamarac Supported
Fidelity Supported
FinFolio Supported
N7 Nitrogen Supported
NetX360 Supported
Plus & Minus Not Supported
Pulse Supported
Redtail CRM Supported
Tres Finance Not Supported

Integrations

Morningstar Advisor Workstation Supported
Nitrogen Supported
SmartOffice Supported
Addepar Not Supported
Altruist Not Supported
AssetMark Not Supported
Axos Invest Not Supported
Black Diamond Wealth Platform Not Supported
Bridge Not Supported
CircleBlack Not Supported
CoinTracker Supported
Envestnet | Tamarac Not Supported
Fidelity Not Supported
FinFolio Not Supported
N7 Nitrogen Not Supported
NetX360 Not Supported
Plus & Minus Supported
Pulse Not Supported
Redtail CRM Not Supported
Tres Finance Supported
Claim RightCapital and update features and information
Claim RightCapital and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information