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 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

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

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 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

No information available.
Free Version Not 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 Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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

Bank Verification Supported
Consumer Data Supported
Embedded Finance Supported
Financial Services Supported
Open Banking Supported
Open Finance Supported
Wealth Management Supported

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

MoneyGuide Supported
Akoya Supported
Boss Insights Supported
Co-Pilot Supported
CoinTracker Not Supported
Fintech Sandbox Supported
FutureVault Supported
Infinant Interlace Platform Supported
Meld Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
Quickwork Supported
Relay Supported
Riskalyze Supported
Sila Supported
SmartOffice Not Supported
Snowball Analytics Supported
Tres Finance Not Supported
Wealth.com Not Supported

Integrations

MoneyGuide Supported
Akoya Not Supported
Boss Insights Not Supported
Co-Pilot Not Supported
CoinTracker Supported
Fintech Sandbox Not Supported
FutureVault Not Supported
Infinant Interlace Platform Not Supported
Meld Not Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
Quickwork Not Supported
Relay Not Supported
Riskalyze Not Supported
Sila Not Supported
SmartOffice Supported
Snowball Analytics Not Supported
Tres Finance Supported
Wealth.com Supported
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