Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

You can quickly deposit your balance and withdraw funds to a card or e-money in just a few clicks. Advanced encryption techniques ensure the complete privacy of your transactions. You can easily view your entire transaction history, including exchanges, deposits, or withdrawals. Additionally, secure cheques are generated for transferring funds and depositing balances using WhiteBIT and Kuna cheques. Our commitment to simplicity, efficiency, and dependability led us to select Telegram, a platform accessible on any device, to enhance your experience. With these features, managing your finances has never been easier.

Description

Engaging in financial matters doesn't have to be a daunting task, nor do the technological solutions that facilitate them. At eMoney, we are dedicated to providing cutting-edge, planning-oriented solutions that drive your business forward. Our all-encompassing financial planning platform is tailored to fit your operational style and designed to expand in accordance with your firm's increasing demands. From independent financial advisors to large corporate teams, our seamless solutions cater to the diverse and shifting requirements of your clients, whether they require simple or sophisticated assistance. eMoney transcends being merely a top-tier financial planning software; it is a comprehensive platform that aids in transforming prospects into loyal clients, fostering collaboration on financial strategies, and efficiently managing business operations. This allows you to dedicate more time to your primary passion: guiding clients as they prepare for their financial futures. In a world where financial planning is crucial, eMoney ensures that you are equipped with the tools needed for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CoinTracker No 
Corefy Yes 
MoneyGuide No 
Morningstar Advisor Workstation No 
Nitrogen No 
Plus & Minus No 
SmartOffice No 
Telegram Yes 
Tres Finance No 
Wealth.com No 

Integrations

CoinTracker Yes 
Corefy No 
MoneyGuide Yes 
Morningstar Advisor Workstation Yes 
Nitrogen Yes 
Plus & Minus Yes 
SmartOffice Yes 
Telegram No 
Tres Finance Yes 
Wealth.com Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Any.Cash

Website

any.cash/

Vendor Details

Company Name

eMoney Advisor

Founded

2001

Country

United States

Website

www.emoneyadvisor.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Alternatives

Alternatives

MoneyGuide Reviews

MoneyGuide

Envestnet