Verified fintech
eMoney Advisor
- Headquarters
- Radnor, PA
- Website
- emoneyadvisor.com
- Category
- Wealth & investing
About
eMoney Advisor makes financial-planning software and a client portal for financial advisors, RIAs, broker-dealers and banks. It aggregates client financial data, models scenarios using tools such as Monte Carlo analysis, and gives clients an online portal to track their plans between meetings. It is offered in tiered versions.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.