eMoney Advisor

# eMoney Advisor

Overview

Comprehensive financial planning and client portal software

Specializations

- Cash flow modeling

- estate planning

- visual reports

Core Categories

- Planning

- Reporting

- CRM

Regional Focus

US

Key Features

- Advanced reporting and analytics

- Portfolio management capabilities

- Client relationship management

- Compliance and regulatory support

- Data integration and aggregation

Getting Started

Visit [eMoney Advisor website](https://www.emoneyadvisor.com) to learn more about their family office software solutions and request a demo.

Reviews and Ratings

Check out [eMoney Advisor reviews on G2](https://www.g2.com/products/emoney-advisor/reviews) to see what other family offices are saying.

Read [eMoney Advisor reviews on Capterra](https://www.capterra.com/p/153101/eMoney-Advisor/) for detailed user feedback.

---

*Last updated: 7/21/2025*