Review Detail
Overall rating
3.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
5.0
emoney is a good choice for comprehensive cash flow based planning.
A like the program. Support is excellent and account aggregation is simple.
User Review
The Good
Shows well. Interfaces with client very well. Extremely thorough. When you have a client that is entirely engaged it is outstanding.
The Bad
Can be a bit overwhelming at times.
Not the best for advisors that simply want basic goals based planning, because of the comprehensive cash flow based nature of the program.
Not the best for advisors that simply want basic goals based planning, because of the comprehensive cash flow based nature of the program.
The Bottom Line
If you are a true planner and your clients buy into planning then emoney is a good solution. If you straddle the fence, I'd look elsewhere.
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