Emoney Client Portal

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Updated: May 27, 2022

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Emoneyadvisor.com

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eMoney Advisor: Financial Planning Software..

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FAQs

1

What is eMoney client portal?

With eMoney's Client Portal, you can provide clients with a real-time, on-demand financial experience that strengthens your relationships and keeps you at the forefront of digital trends.
2

How do I access eMoney?

Your eMoney Account
Advisors, support staff, and office managers usually gain access to eMoney's site via an assigned user ID and password within 24 to 48 hours of submitting the user agreement and payment.
3

Is there an app for eMoney?

eMoney - Mobile App for iPhone and Android - Navalign.
4

Who makes eMoney?

Edmond Walters
5

How Much Is money Guide Pro?

MoneyGuidePro Pricing: $1,295/year for a solo license (multi-advisor and enterprise discounts available, along with discounts through numerous membership associations).
6

How much does eMoney cost per month?

For instance, while financial planning software is typically an “overhead cost to be managed”, MoneyGuidePro costs about $100 a month while eMoney Advisor costs over $300 a month. Both are good financial planning software packages, but what eMoney Advisor does have, that MoneyGuidePro does not, is its client portal.
7

What companies use eMoney?

eMoney software is part of integrated technology solutions offered by Schwab Advisor Services, TD Ameritrade Institutional and Pershing (under The Bank of New York Mellon Corporation).
2. Emaplan.com

Wealth Management System - eMoney Advisor

https://wealth.emaplan.com/ema/SignIn?ema

Username. Password. Remember Me. Sign In. Forgot your password? © 2022 eMoney Advisor, LLC. | Software Version: 10.3.659.41043 |.

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