eMoney Advisor review
A broad planning suite for advisory firms that need client collaboration and analysis.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
eMoney Advisor is financial planning software for financial advisors, banks, broker-dealers, and registered investment advisors. Its coverage spans goals-based and cash-flow planning, tax calculations, scenario analysis, Monte Carlo analysis, insurance and investment planning, account aggregation, reporting, and client collaboration. Clients can use the Client Portal to view finances, access budgeting tools, store documents, and track progress toward goals. The platform is available on web, iOS, Android, and through an API.
Pricing is organized into Plus, Pro, and Premier packages, with pricing varying by organization and requiring a sales contact. Plus includes goals-based planning, Client Portal access, account aggregation, spending and budgeting tools, secure file sharing and storage, and business analytics. Pro adds cash-flow planning, Needs Analysis, Decision Center, Plan Comparisons, and CoPlanner. Premier combines goals-based and cash-flow planning with a Premium Client Portal, CoPlanner, account aggregation, spending and budgeting tools, and business analytics. Firms should compare package capabilities against their planning workflow before selecting a tier.
Its ecosystem is a significant part of the offering. The listed integrations include Addepar, AdvicePay, Advyzon, Albridge, Black Diamond, Box, Dropbox, Envestnet, Fidelity, Morningstar, Orion, Redtail, Schwab, Wealthbox, and YCharts. CoPlanner provides automated planning insights, while Needs Analysis addresses retirement, education, and life insurance goals. eMoney Advisor suits firms seeking one broad environment for planning, analysis, reporting, and client interaction. Teams focused on a single planning function or seeking transparent self-serve pricing may prefer a narrower or more directly priced alternative.
eMoney Advisor pros and cons
- Where it wins
- Covers goals, cash flow, tax, insurance, investment, and scenario planning
- Client Portal supports aggregation, budgeting, document storage, and goal tracking
- Web, mobile, API access, and 15 listed third-party integrations
- Where it doesn't
- Pricing varies by organization and requires contacting sales
- Capabilities differ across Plus, Pro, and Premier packages
- Broad coverage may be more than narrow-scope planning teams need
eMoney Advisor fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update