What do you like best?
We use emX (we still call it eMoney) in our firm to aggregate and analyze client data, and produce financial planning ideas for our clients. We like that it provides a one stop shopping approach to aggregate of the client's financial information so that we can come up with a plan that fits their needs and helps them accomplish their financial goals. I personally use it to aggregate my own personal finances, and like how I can link all of my accounts to it, so that I can use it for budgeting, and to know exactly where I am at with my budget at all times.
What do you dislike?
I don't like that my accounts (and client's accounts) often get disconnected to the system. This is almost always due to the vendors themselves, and their lack security measures that block, or disconnect the connections.
Recommendations to others considering the product
If you are in the business of financial planning and need a way to aggregate all of your client's financial information, and plan to produce a viable financial plan, with some serious calculations and forecasting to back it up, then this product is a must. There may be other products out there, but this one is very user friendly, and offers great benefit to your clients.
What business problems are you solving with the product? What benefits have you realized?
the problem of being able to analyze a large amount of financial data from many different sources has always been a major hurdle for financial planners, and this software really helps us do that in a much more concise and understandable manner.