eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
What eMoney Advisor is
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis. Its planning tools depend on the plan: Plus includes goals-based planning, Pro includes cash-flow planning, and Premier includes both. CoPlanner analyzes client information and produces strategies for an advisor to review and refine. Clients can use the Client Portal for updates and documents; Premier includes the Premium Client Portal, whose mobile app is available on iOS and Android with biometric support and notifications. Other listed capabilities include account aggregation, spending and budgeting tools, business analytics, tax, investment, insurance and scenario planning. The integrations directory names providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox and YCharts. Enterprise solutions use APIs and aggregation tools. eMoney offers a free trial by request, but has no free plan. Pricing is on request and varies with organizational needs. The company says it serves banks, broker-dealers and registered investment advisors.
Good
- Includes goal and cash-flow planning options across plans.
- CoPlanner generates strategies for advisor review.
- Client Portal provides clients updates and documents.
- Advisor licenses include daily live training webinars.
- Support is included with all products.
Watch out
- No free plan is listed.
- Pricing is available only by request.
- Planning features vary by plan.
Who it suits
eMoney Advisor suits financial advisors and organizations such as banks, broker-dealers and registered investment advisors. It may fit teams seeking goal or cash-flow planning alongside client portals and integrations.
Verdict
eMoney Advisor combines advisor-facing planning tools with client access, integrations and enterprise options. Prospective customers need to request pricing, and should check which plan includes the planning features they need.
Plans and prices
From eMoney Advisor's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Plus | Priced on request | Goals-based planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations · Pricing varies based on organizational needs; contact eMoney for an estimate. |
| Premier | Priced on request | Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations · Pricing varies based on organizational needs; contact eMoney for an estimate. |
| Pro | Priced on request | Cash flow planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations · Pricing varies based on organizational needs; contact eMoney for an estimate. |
The facts
Each one read from eMoney Advisor's own pages, with the date it was checked.
What it does
- Client portal
- The Client Portal provides clients with ongoing access to important updates and documents, and Premier includes the Premium Client Portal.checked 3 Oct 2026
- Compliance
- eMoney states that it conducts an annual SOC 2 audit of the company and its datacenters.checked 3 Oct 2026
- Enterprise
- eMoney offers enterprise solutions that use APIs and aggregation tools to extend planning capabilities and create scalable client experiences.checked 3 Oct 2026
- Integrations
- The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts.checked 3 Oct 2026
- Intended users
- eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors.checked 3 Oct 2026
- Pricing
- The company says pricing varies based on organizational needs and recommends contacting sales for an estimate.checked 3 Oct 2026
- Product
- eMoney is a financial planning platform built for financial advisors to deepen client engagement and support planning from goal conversations through advanced cash flow analysis.checked 3 Oct 2026
- Security
- eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests.checked 3 Oct 2026
- Support
- Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products.checked 3 Oct 2026
- Training
- Advisor licenses include daily live training webinars, with separate paid live workshops also offered.checked 3 Oct 2026
Money
- CoPlanner
- CoPlanner analyzes client facts and generates planning strategies for an advisor to review and refine.checked 3 Oct 2026
- Planning
- Goals-based planning is included in Plus and Premier, while cash flow planning is included in Pro and Premier.checked 3 Oct 2026
- Trial
- eMoney offers a free trial through a request form that asks for business contact and company information.checked 3 Oct 2026
The company
- Founded
- 2000checked 23 Sep 2026
- Headquarters
- Radnor, Pennsylvania, United Stateschecked 23 Sep 2026
Where it runs
- Mobile app
- The Premium Client Portal mobile app is available in the App Store and Google Play Store and includes biometric support and notifications.checked 3 Oct 2026
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