![]() This also ensures transparency and builds trust. ![]() The Clients of financial advisors can also use it to get access to their reports using the portal. Advisors can use it to get the printouts of the reports at any time they want Client PortalĮMoney also has a client portal where there is every financial information about the client, like net worth, budgets, etc. See also How to Calculate Average Total Assets? (Definition, Formula, Example, and More) 2. Furthermore, there is also a search bar on the top where you can add your query and get the result/answer you want. This helps the advisors and other people (who are passionate about the businesses) get an idea about what is happening in the market and what people are talking about regarding financial plans. There is also a feed where you can check out the latest developments in the field of finance. Just open the website and everything will be in front of you. Straightforward User InterfaceĮMoney has a friendly interface that is easy to navigate and understand. Want to know its details? Then continue reading. In addition, they also have more than 2 million client portals too. This financial advisor software has indirectly helped millions of people get the plans they needed.Īs of yet, it is estimated that eMoney has produced more than 3 million financial plans. More than two decades later, eMoney is now one of the most successful financial advisor software that has helped millions of people (both directly and indirectly).ĭirectly, it has aided financial advisors in making top-notch plans for their clients. All financial advisors loved the software as it helped them create better plans. Let’s dive right into the details! eMoneyĮdmond Walters, a financial advisor, launched eMoney for everyone in 2000. Experts suggest eMoney for high-net-worth clients and MoneyGuidePro for low-net-worth clients.eMoney does not have the life expectancy feature, event-changing factor, presentation slide maker, or many other features that MoneyGuidePro has.MoneyGuidePro has a slightly weaker privacy protection system, but eMoney uses top-notch security services. ![]() ![]() eMoney is one of the costliest financial advisor software there is, while MoneyGuidePro is affordable.Both eMoney and MoneyGuidePro help advisors and clients.Lastly, We are also making a comparison table of both, so that you can decide which is the most suitable for you. ![]() Here, We are discussing both eMoney and MoneyGuidePro in detail. Out of all, the two most credible ones that are mainly used are eMoney and MoneyGuidePro.Īdvisors often search about which one is best among these two, they should use for their clients, but there are not many details available.
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