Review Detail
Overall rating
2.7
Company
3.0
Interface
4.0
Integration
2.0
Pricing
1.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
3.0
Great way to communicate, expensive, slow to add features
I use it daily. ALL of my clients are in it - allows me to see and keep track of outside held assets and opportunities.
User Review
The Good
Decision center is great for client communication. The budget module changes everything - ability to actually see client spending makes planning more meaningful and accurate. Celebrity video are well done and provide credibility. Client portal is great, and they recently made data storage in the vault unlimited
The Bad
No meaningful reports of my book. Not notified when client uploads to vault. No social security module integrations. Does not accept Precise FP. Will not set up a 2-way API like Moneyguide Pro does. Limited data will push TO eMoney, nothing can be automatically pulled from it. Does not integrate with Riskalyze. VERY expensive compared to Moneyguide Pro and Finance Logix
The Bottom Line
Great way to keep connected to clients. Nice interface usable during client meetings. They are slow to adopt new integration, and are stingy with sharing eMoney data to outside programs. Need to have more current and robust data integrations, especially CRM
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