eMoney Advisor
eMoney Advisor is a financial planning software company that provides advisors and financial institutions with tools for cash-flow planning, goal-based planning, client portals, and data aggregation. Its platform helps wealth managers, RIAs, broker-dealers, and banks deliver comprehensive financial plans, collaborate digitally with clients, and manage ongoing advice relationships. The company generates revenue through subscription and enterprise licensing of its cloud-based software and related services.
- Wealth & Investment Software
- Financial Planning & Analysis
- Revenue
- $160.0M
- Employees
- 800
- Founded
- 2000
- Headquarters
- Radnor, United States of America
What 22 Arbolus experts think of eMoney Advisor
NPS scores are highly positive, with 40% of responses at 10 and most others clustered at 8–9. Renewal intent is high among top spenders and influencers, while attrition is noted among low spend users. Stickiness is robust, with 95% of experts indicating use for over one year, and only one report of offboarding. The primary themes driving sentiment are reliability, integration, and sustained value delivery.Overall Customer Sentiment: Positive
Who reviewed eMoney Advisor
- C-Suite 82% (18)
- Director 18% (4)
Employer names and spend open once the report publishes.
Tell us when the eMoney Advisor report publishes.
We'll email you once the full customer report is ready, with employer names, spend and every written answer. No account needed.
Sentiment
45 Net Promoter Score, from 22 scored reviews- Promoters 12
- Passives 8
- Detractors 2
Cumulative NPS by month
+1 over 6 months- Sep 7
- May 9
- Jun 8
- Jul 8
- Aug 9
- Sep 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 45 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 71%Plan to renew, by seniority
- 67% 6 answers
- 100% 1 answer
- 9/10 Average score from customers who will renew
- 8/10 Average score from customers not renewing
More in Data & Analytics and ERP Software
Other companies in both categories with a customer report.
For people who use eMoney Advisor
Do you use eMoney Advisor at work?
Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.
- 22 customers of eMoney Advisor have already contributed
Takes a few minutes. Your identity stays anonymous.