eMoney Advisor Reviews

Pros

Right after the initial onboarding training, it was clear this software was not a good fit for me and I knew I would not end up using it.

Cons

It's far too complicated, with a huge range of features that most financial advisors will likely find overwhelming and probably won't fully use. Plus its layered, complex setup takes a major amount of time to learn properly which is more than many advisors can realistically commit to.

Pros

It's a very comprehensive platform that supports multiple types of analysis and lets you really dig deep into cash flow details.

Cons

There's definitely a steep learning curve and at times it can feel too complex for certain clients.