eMoney

eMoney

eMoney Advisor
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About

Yodlee is a leading financial data intelligence platform that connects, enriches, and activates data to help financial institutions and innovators deliver smarter, more personalized customer experiences. With over 601 million connected accounts and 19,000+ data sources, Yodlee provides unmatched access and accuracy for digital banking, lending, wealth management, and payments. Its intelligent APIs and analytics tools enable real-time insights that drive customer engagement, growth, and loyalty. Backed by over 25 years of innovation, Yodlee powers some of the world’s top banks, fintechs, and financial platforms. From open finance to account verification and AI-driven insights, the platform transforms raw financial data into actionable intelligence. Simply put, Yodlee empowers organizations to connect data, activate insights, and drive sustainable growth.

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, fintechs, wealth managers, and financial technology innovators seeking secure, AI-powered financial data aggregation and analytics to enhance customer experience, compliance, and growth

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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Yodlee
Founded: 1999
United States
www.yodlee.com

Company Information

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

Alternatives

Alternatives

Finicity

Finicity

Mastercard
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

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

MoneyGuide
Akoya
Boss Insights
Co-Pilot
CoinTracker
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
Nitrogen
Plus & Minus
Quickwork
Relay
Riskalyze
Sila
SmartOffice
Snowball Analytics
Tres Finance
Wealth.com

Integrations

MoneyGuide
Akoya
Boss Insights
Co-Pilot
CoinTracker
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
Nitrogen
Plus & Minus
Quickwork
Relay
Riskalyze
Sila
SmartOffice
Snowball Analytics
Tres Finance
Wealth.com
Claim Yodlee and update features and information
Claim Yodlee and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information