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emX

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About emX

EmX is a financial planning software from eMoney that supports comprehensive financial planning needs. It combines client management, data aggregation, and advanced reporting features so financial advisors can effectively manage their clients' portfolios. With emX, users can analyze financial scenarios, create customized investment strategies, and generate detailed reports for client presentations. The platform enables advisors to track client progress towards their financial goals and adjust plans as necessary. Key capabilities: client management data aggregation advanced reporting financial scenario analysis investment strategy customization Best for: financial advisors that need a reliable tool for managing client financial plans and providing detailed reporting.

emX Details

Vendor
eMoney
Year Launched
Location
eMoney Advisor 100 North Point Pkwy Suite 400 Alpharetta, GA 30022-8246
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Polish, Russian, Chinese, Japanese.
Users
Financial Planners, Wealth Managers, Investment Advisors, Accountants, Risk Managers, CFOs, Financial Analysts, Portfolio Managers, Strategic Planners
Industries Served
Financial Services, Investment Management
Tags
Budgeting, Financial Management, Financial Reporting, Financial Risk Management, Financial Services, Investment Management, Strategic Planning

emX's In-App Market Place

Does emX have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

5

Mini Apps

1. Riskalyze - A risk assessment tool that helps users understand their tolerance for investment risk.

2. Wealthbox CRM - Customer relationship management software designed specifically for financial advisors.

3. HiddenLevers - A risk assessment and investment analysis tool that helps users make informed financial decisions.

4. MoneyGuidePro - Comprehensive financial planning software that helps users create personalized financial plans.

5. eMoney Client Portal - A secure online portal that allows financial advisors to collaborate with their clients and provide real-time financial updates.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), CHF (CHF), HKD (HK$)

Pros & Cons

  • Comprehensive financial management tools for budgeting, reporting, risk management, and strategic planning
  • Investment management capabilities to track and analyze investments
  • Customizable features to tailor the software to individual financial goals and needs
  • Integration with other financial services and institutions for seamless data transfer
  • User-friendly interface for easy navigation and analysis of financial data
  • Steep learning curve for new users
  • Limited customization options for reports
  • Lack of integration with other financial platforms
  • High cost for small businesses or individuals
  • Limited customer support options
  • Occasional glitches or bugs in the software

emX's Support Options

emX's Alternatives