eMoney Advisor

eMoney Advisor

Wealth management planning software for advisors

Overview

eMoney Advisor provides a web-based wealth management platform for financial professionals to deliver dynamic, client-centered financial planning via a subscription model. The platform combines an Advisor Dashboard, Client Portal, automated account aggregation, and a secure digital vault, with goals-based and cash-flow planning plus scenario modeling in the Decision Center. It differentiates itself with an interactive, holistic view of client finances, an enterprise-friendly pricing model, and integrated planning, document storage, and client engagement tools across firms of all sizes. Its goal is to help advisors efficiently scale, strengthen client relationships, and grow their advisory business through accessible digital wealth management.

About eMoney Advisor

Simplify's Rating
Why eMoney Advisor is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Radnor Township, Pennsylvania

Founded

2000

Your Connections

People at eMoney Advisor who can refer or advise you

Direct Contacts
Warm Intros
Hiring Managers
University Alumni
Simplify Jobs

Simplify's Take

What believers are saying

  • Premium Client Portal adoption by 1,600 firms shows 82% improved client engagement.
  • FP Alpha integration saves advisors hours of manual data entry.
  • New Adaptive Multi-Factor Authentication enhances security with dynamic risk evaluation.

What critics are saying

  • Fidelity-owned competitive priority risk may cause strategic deprioritization within 12–24 months.
  • Premium Client Portal adoption can stall if advisors view it as branding only.
  • CoPlanner’s 48% benchmark invites faster AI-native competitors to attack pricing power.

What makes eMoney Advisor unique

  • CoPlanner cuts financial plan-building time by 48% using rules-based logic.
  • Premium Client Portal offers expanded branding for mobile and web customization.
  • New developer site streamlines API integrations with eight tools launched in 2025.

Help us improve and share your feedback! Did you find this helpful?

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-2%
Tamarind Financial Planning
May 29th, 2026
New adaptive multi-factor authentication on our client portal.

New adaptive multi-factor authentication on its client portal. As part of the commitment to delivering best-in-class digital experiences, its client portal, eMoney is modernizing their platform and strengthening the security program in collaboration with Okta, a trusted partner and industry leader in identity management. To further strengthen protection, eMoney has enabled an enhanced Adaptive Multi-Factor Authentication for all users who login directly, adding an additional layer of security that safeguards confidentiality, integrity, and availability of client information while providing seamless, user-friendly access. What's new. * Minor Design Updates: Users signing in with a username and password may notice some subtle changes, including new multi-factor authentication (MFA) requirements and slight design updates. Users who single sign-on (SSO) into eMoney will not experience anything different, as they bypass the login screen. * Initial 2nd Factor Prompt: Regardless of the Adaptive MFA level, all users who login directly will be prompted to reauthenticate themselves via this updated flow and provide a 2nd factor at login initially. This may look like being prompted to enter in a unique code emailed from Okta after entering in your password. Once signed in, you most likely won't be prompted again. Following this update, if you or your clients directly sign-into eMoney with login credentials, an initial prompt to enter your phone number will display. * Phone Number Request: You may be prompted to provide a phone number as a 2nd factor login method. * Improved Risk Mitigation: If you're signing in from an unrecognized location, you may be prompted to provide a 2nd factor when logging in. Additional verification is triggered only when something appears unusual. * Retiring RSA One-time Access Code: Due to low use and its move towards enhanced security standards, Tamarindfinancial is retiring the ability for users to log in using a one-time access code in the event a text message or phone call verification wasn't successful. How does AMFA work? Each time a user logs in, adaptive MFA dynamically evaluates multiple factors to calculate a risk score and determine whether additional authentication via SMS or phone call is necessary. Factors used in this assessment include device type, geographic location, time of access, network and IP reputation, and historical login patterns. Risk levels (low, medium, high) are configured at the firm level and apply uniformly to all users. Protecting clients' data remains its top priority. For any questions, feel free contact Tamarindfinancial. This information was provided by emoney advisor.

Recently Posted Jobs

Sign up to get curated job recommendations

There are no jobs for eMoney Advisor right now.

Find jobs on Simplify and start your career today

We update eMoney Advisor's jobs every few hours, so check again soon! Browse all jobs →