Review Detail
Overall rating
4.1
Company
4.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
3.0
excellent system. I would highly recommend emoney
I agree with a prior comment. If emoney had the ability to generate performance data not only with assets held by our firm but also assets held at other firms, it would almost be the perfect planning and reporting system. Currently, we are using albridge for performance. As a result, our expenses are considerably higher because of the additional costs for Albridge and the employee time costs in having to use two systems instead of one.
User Review
The Good
An excellent system for not only planning for today but in the future. The clients "current" balance sheet and "net worth" can be shown today in real time. This can then be compared to the current plan balance sheet projections into the future to see if goals are being met.
The Bad
A high learning curve.The estate planning graphs could be better but an overall great system.
The Bottom Line
I would rate emoney as a four star today. If performance reporting were available, it would be five stars.
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