Emoney Advisor
eMoney Advisor, LLC (ñeMoneyî), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clientsÍ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first„all through the infusion of innovative solutions. eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 100 of the nationÍs most successful broker/dealers and many of the nationÍs leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities and win the confidence and loyalty of the clients they serve.
Financial Services
500 - 1,000
Conshohocken, PA, United States
About

eMoney Advisor, LLC (ñeMoneyî), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clientsÍ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first„all through the infusion of innovative solutions.

eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 100 of the nationÍs most successful broker/dealers and many of the nationÍs leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities and win the confidence and loyalty of the clients they serve.

Site Traffic
  • 289194 Global Rank
  • 54207
    United States
  • 149 K Estimated Visits
Traffic Sources
  • Direct
    72.71%
  • Search
    19.18%
  • Referrals
    6.05%
  • Social
    2.06%
  • Display
    0.00%
  • Mail
    0.00%
Geography Breakdown
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Alexa Traffic Data
Global Rank 140,292
723,968
United States Rank 33,582
46,568
United States Page Views 82.1%
2.9%
Top Countries
Top Search Keywords
  • Français
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 0 SDKs
  • 19 Total reviews
  • App Url: https://itunes.apple.com/app/emoney-advisor/id295651696
  • App Support: http://emoneyadvisor.com/emacorp/support.aspx
  • Genre: Finance
  • App Size: 853 K
  • Version: 1.2
  • Release Date: November 8th, 2008
  • Update Date: January 11th, 2012

Description:

***NOTE: An eMoney ADVISOR or CLIENT license is required to use this software application. There is no additional fee for iPhone access.

eMoney Advisor, a leading provider of web-based wealth and planning solutions for financial advisors, now provides eMoney Mobile for iPhone. eMoney Mobile allows advisors and their clients’ access to their financial data from their iPhone or iPod touch.

* Access your financial accounts from one place
* Automatically update your holdings nightly
* View important documents in the encrypted document vault
* Collaborate with your financial advisor

Clients can see their own personal data, including:
* Advisor List
* Balance Sheet
* Accounts and Holdings
* Vault Folders and Files

Advisors can view their entire client list and see the data for any of their clients.

Sort by

crsmith72

Dec 19, 2012

This app needs some help

Not user friendly at all! If you're lucky enough to be able to figure out which version of eMoney you (or your advisor) has, why in the world doesn't the app remember that selection??? Every time I log in, I have to try to find the correct version from a scroll menu that takes FOREVER!!! Then I get to input the user name and password. Once in, the app isn't all that friendly either. Very limited in the reports that can be accessed.

Randall-T

Nov 21, 2012

Password Issues

All of a sudden my password no longer works. No clue what to do. Never changed it for this. I've stopped using this app altogether. Extremely frustrating.

Tlross1

Aug 26, 2012

Can't login

Useless if I can't get in

Scott Talbert

Aug 22, 2012

Unusable

Can't log in.

RMBMCB

Jul 26, 2012

Rmbocca

Can't log in. Not to friendly.

Nicholas Olesen

Jul 03, 2012

Good but where's the iPad app?

It's a good app for the iPhone and allows users to see all their accounts in one place, along with seeing any reports in their vault. My only complaint is that there's no iPad app. They have talked about releasing it for 2 years, where is it? eMoney has great marketing tools that would be nice to use on an iPad. Hope it's coming soon.
Ad Intelligence
  • Standard
    93.75%
  • Direct
    6.25%
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Emoney Advisor receives up to 0.03M pageviews per day, in countries such as United States.

They are headquartered at Conshohocken, PA, United States, and have 3 advertising & marketing contacts listed on Kochava. Emoney Advisor works with Advertising technology companies such as AdRoll, Facebook Exchange FBX, AppNexus, Google Adsense, Atlas, Twitter Ads, Google Remarketing, AppNexus Segment Pixel, Yahoo Small Business, Pubmatic, IponWeb BidSwitch, DoubleClick Bid Manager, Rubicon Project, LinkedIn Ads, Bizo, The Trade Desk, DoubleClick.Net, Facebook Custom Audiences, Microsoft Advertising.