eMoney Insights

What is eMoney?

eMoney refers to money that exists primarily in electronic form. It represents a claim on a monetary value that is stored electronically on a device or in a database. It is used for online transactions, mobile payments, and various digital transfers, providing a convenient alternative to physical cash.

Find organizations using eMoney on Sumble →

What other technologies are related to eMoney?

eMoney Competitor Technologies

MoneyGuide Pro

Financial planning software that competes directly with eMoney Advisor by offering similar features for financial planning and client management.

mentioned alongside eMoney in 51% (283) of relevant job posts

Black Diamond

A wealth management platform, including portfolio management and client reporting, directly competing with eMoney Advisor's offerings.

mentioned alongside eMoney in 24% (201) of relevant job posts

RightCapital

Financial planning software offering similar features to eMoney Advisor, making it a direct competitor in the financial planning space.

mentioned alongside eMoney in 52% (67) of relevant job posts

MoneyGuidePro

Financial planning software that competes directly with eMoney Advisor by offering similar features for financial planning and client management.

mentioned alongside eMoney in 19% (177) of relevant job posts

MoneyGuide

Financial planning software that competes directly with eMoney Advisor by offering similar features for financial planning and client management.

mentioned alongside eMoney in 33% (102) of relevant job posts

Orion

A portfolio management and reporting platform that competes with eMoney Advisor by offering similar or overlapping services in financial data aggregation and client reporting.

mentioned alongside eMoney in 8% (335) of relevant job posts

Right Capital

Financial planning software offering similar features to eMoney Advisor, making it a direct competitor in the financial planning space.

mentioned alongside eMoney in 34% (59) of relevant job posts

Naviplan

Financial planning software that competes directly with eMoney Advisor by offering similar features for financial planning and client management.

mentioned alongside eMoney in 16% (92) of relevant job posts

eMoney Complementary Technologies

Redtail

Redtail CRM is a CRM system often integrated with eMoney Advisor to manage client relationships and data, thus complementing eMoney's financial planning capabilities.

mentioned alongside eMoney in 33% (392) of relevant job posts

Holistiplan

Holistiplan can integrate with financial planning software and CRMs to analyze tax returns for financial planning insights, enhancing eMoney's planning process.

mentioned alongside eMoney in 43% (215) of relevant job posts

Riskalyze

Riskalyze helps advisors quantify client risk tolerance, which is complementary to eMoney Advisor's financial planning by providing risk assessment tools that can integrate with planning processes.

mentioned alongside eMoney in 45% (90) of relevant job posts