emX

(14)
4.4 out of 5 stars

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

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Showing 14 emX reviews
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emX review by User
User
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"Great product with great platform integration"

What do you like best?

We like that we have all of our client's information at our fingertips. Being we are also an accounting firm, we can upload their tax returns to the vault and the clients can have easy access. Everything is seen as a snapshot which is great for the clients. The clients like that all of their information can be stored in one place and that they can log on easily and see where they stand financially. The ability to run various scenarios and reports is very beneficial also. This opens up conversations with clients to see what other issues we can assist them with.

What do you dislike?

There needs to be further integration with our clearing firm so that when we update an address or email, it is reflected on the emoney site. Sometimes the chat function for support is not always available and that can be slightly inconvenient.

Recommendations to others considering the product

Great product with good support. This product can help grow your business and also will be a great asset In servicing your existing clients.

What business problems are you solving with the product? What benefits have you realized?

We are able to see what clients have in other financial institutions which opens up conversations to bring these assets to our firm. It is also very helpful to the clients to have all of their financial information in one place. They can run budgets and see their spending data and run various reports showing exactly where they stand.

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emX review by Frances N.
Frances N.
Validated Reviewer
Verified Current User
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"Emoney Review"

What do you like best?

I like how the accounts can be integrated into one portal for a client and they can integrate their outside accounts

What do you dislike?

sometimes emoney says there is a problem with integration when an account is 0.

Recommendations to others considering the product

this is great because it allows clients to aggregate all their accounts into one spot

What business problems are you solving with the product? What benefits have you realized?

able to integrate clients account and put together finacial plans for clients. help clients and myself be organized

What Other Finance & Admin. solution do you use?

Thanks for letting us know!
emX review by User in Financial Services
User in Financial Services
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Verified Current User
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"Extremely Versatile, Great Client-Facing Solution"

What do you like best?

Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional business for the advisor

What do you dislike?

Difficult to begin working with and integrating practice into system; learning curve

Recommendations to others considering the product

Take the time to familiarize yourself with the product- take advantage of training, seminars, and videos to increase your awareness of tool and ability to present in front of clients/coworkers

What business problems are you solving with the product? What benefits have you realized?

Connecting bridge between clients and advisors; discovering more business opportunities

emX review by User
User
Validated Reviewer
Verified Current User
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"EMoney review"

What do you like best?

Great financial software that can be used for planning, aggregation, tracking client goals and assisting with budgeting. Lots of customization available! Tons of webinars for training and excellent client support for users.

What do you dislike?

Aggregation doesn't always work and accounts can become disconnected.

What business problems are you solving with the product? What benefits have you realized?

Good for creating financial plans and easily presenting online (via built in screen sharing capabilities). Aggregation of outside accounts helps our office have a broader picture of the client's total assets. Lots of integrations available. Client website allows clients to upload documents securely to our office.

emX review by Administrator in Financial Services
Administrator in Financial Services
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"Emoney emX"

What do you like best?

Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have used and offers great integration with our client management platform.

What do you dislike?

Emoney emX has worked great for us. The only small thing that I can point out that has slowed us a bit is that the storage feature called the Vault does not integrate with any other storage services not does it have a desktop app that would allow for document upload and downloads to occur much faster.

Recommendations to others considering the product

My recommendation would be to continue evolvng the product to keep up with the financial planning industry. I would also like to see a desktop app that would allow for easy uploads and downloads of documents to the Vault.

What business problems are you solving with the product? What benefits have you realized?

This tool allows us to solve the important financial planning need we have since we are a comprehensive financial planning RIA. The tool delivers reliable, accurate, and secure results.

emX review by Administrator in Banking
Administrator in Banking
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"Use software for financial planning as an administrator, and as an end user of the client interface."

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.

emX review by Ellie S.
Ellie S.
Validated Reviewer
Verified Current User
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"Awesome tool for advisors and clients"

What do you like best?

I love the ability to bring a whole living net worth statement together for the advisor and client to be able to view whenever needed.

What do you dislike?

How technical it can be someone to get connections set up.

What business problems are you solving with the product? What benefits have you realized?

Customer service, data gathering, keeping up to date client info.

emX review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Enhanced version of Mint for Advisors"

What do you like best?

It allows clients to track their expenses, set goals, budgets similar to mint. It is enhanced in that a financial planner has the ability to view these goals, make suggestions, and help plan for the client's goals

What do you dislike?

Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.

What business problems are you solving with the product? What benefits have you realized?

While we did not have the chance to fully implement, it allows financial advisors to see where client's outside assets are and if they should be making adjustments to bring them in.

emX review by User in Financial Services
User in Financial Services
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Verified Current User
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"Very Powerful Financial Planning Tool"

What do you like best?

The software is very intuitive and allows for meaningful reports for clients to understand their financial situation.

What do you dislike?

Sometimes getting a desired technique is not possible.

Recommendations to others considering the product

I think emX is definitely worth the cost and has quickly paid for itself just in the amount of time it has saved the staff.

What business problems are you solving with the product? What benefits have you realized?

The software saves time doing recurring financial plan updates. Clients find more value in our service.

emX review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Modern Financial Planning"

What do you like best?

It's very easy to input and analyze client data- eMoney has organized it in a very logical way. There are lots of reports that can be ran and presentations that can be created, and clients have really enjoyed seeing all these features.

What do you dislike?

You can't easily track changes that are made to a client's base plan, so it can be hard to tell what has changed.

What business problems are you solving with the product? What benefits have you realized?

We use emX as our financial planning software. It allows us to put together comprehensive financial plans for our clients and present them in a modern & technologically advanced way.

emX review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Long-time Solo practitioner user"

What do you like best?

The integrated account aggregation and the client facing portal.

What do you dislike?

Much of the planning functionality was dated and cumbersome. Getting data out of the system was difficult or impossible. I don't think eMoney is focused on individual practitioners.

Recommendations to others considering the product

I think there are great, newer architecture applications coming on market and would consider them before emX

What business problems are you solving with the product? What benefits have you realized?

It was a solid end to end application which enabled me to deliver services to a variety of client types. I was able to avoid separate contracting for account aggregation and to some extent CRM.

emX review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
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"Excellent planning tool"

What do you like best?

Love that this product links our accounts from Pershing. Makes it very easy for our clients to link any outside holdings.

What do you dislike?

I wish it would allow update to our client profiles directly from Pershing. When we change an address it will not transfer over to Emx

What business problems are you solving with the product? What benefits have you realized?

Clients are able to get a quick snapshot of their holdings and financial well being in one place.

emX review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"End system works great for intermediate to advanced users. "

What do you like best?

Monte carlo allows for a good basis of financial success hitting client goals.

What do you dislike?

Training. We get little to no depth training.

What business problems are you solving with the product? What benefits have you realized?

Getting financial documentation approved through our broker dealer.moo

emX review by Consultant in Financial Services
Consultant in Financial Services
Validated Reviewer
Review Source

"Great platform "

What do you like best?

Seamless integration with most current feed to clients account all synced together in one place from bank account to investment account to financial documents your digital file cabinet

What do you dislike?

There is nothing to dislike about the emx platform there have a great platform

Recommendations to others considering the product

Don’t hesitate it’s definitelt worth while

What business problems are you solving with the product? What benefits have you realized?

Client Meeting there financial goals

Kate from G2 Crowd

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