eMoney Advisor Review
Use Cases and Deployment Scope
Allows clients access to view all of their clients' accounts through portfolio aggregation. It provides Financial planning models for advisors to create detailed financial plans for needs and goals for clients' financial future. It offers different investment solutions for clients' retirement—one central location for all their savings and retirement plans.
Pros
- Account Aggregation
- Investment Goals
- Social Security Analyzer
Cons
- More concise reports
- Better account aggregation software
- Better communication with staff on updates
Return on Investment
- Client referrals
- Clients willing to invest new money
- Stronger bond between client and firm
Alternatives Considered
ORION by Interra Systems
Other Software Used
Redtail CRM, Salesforce CMS, Morningstar Advisor Workstation