--- description: Detaillierte Informationen über eMoney Advisor zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: eMoney Advisor Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Finanzrisikomanagement Software](/directory/20009/financial-risk-management/software) > [eMoney Advisor](/software/119135/emx) # eMoney Advisor Canonical: https://www.capterra.ch/software/119135/emx Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/119135/emx?page=2) > eMoney Advisor ist das einzige Vermögens-Planungssystem für Finanzberater, das überragende Transparenz, Zugänglichkeit und Sicherheit bietet. > > Bewertung: **4.2/5** von 16 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet eMoney Advisor? Zielmarkt sind Finanzberater, Planer und Assistenten im RIA- und Broker-Händler-Bereich. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.2/5** | 16 Nutzerbewertungen | | Bedienkomfort | 3.4/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 3.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.1/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: eMoney Advisor - **Gegründet**: 2000 ## Gewerblicher Kontext - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Audit Trail - Berichterstattung / Analyse - Budgetierung/Prognosen - Cash Management - Compliance Management - Dashboard-Erstellung - Daten-Import / -Export - Datenvisualisierung - Einkommen & Bilanz - Finanzanalyse - Finanzmanagement - For Financial Institutions - Hauptbuch - Modellierung & Simulation - Real-Time Data - Risikomanagement - Risk Analysis - Spesenmanagement - Szenarioplanung ## Integrationen (12 insgesamt) - Addepar - Direct Advisory Suite - Dropbox Business - Envestnet | MoneyGuide - Fidelity - HiddenLevers - Nitrogen - ORION - OpenView - Redtail CRM - Tamarac - Wealthbox ## Optionen für Kundensupport - E-Mail/Helpdesk - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [Finanzrisikomanagement Software](https://www.capterra.ch/directory/20009/financial-risk-management/software) ## Ähnliche Kategorien - [Finanzrisikomanagement Software](https://www.capterra.ch/directory/20009/financial-risk-management/software) - [Budgeting Software](https://www.capterra.ch/directory/10003/budgeting/software) - [Financial Reporting Software](https://www.capterra.ch/directory/30050/financial-reporting/software) - [Finanzdienstleister Software](https://www.capterra.ch/directory/31123/financial-services/software) - [Betriebswirtschaftliche Software](https://www.capterra.ch/directory/31031/strategic-planning/software) ## Alternativen 1. [PayPal](https://www.capterra.ch/software/179251/paypal) — 4.6/5 (26301 reviews) 2. [Plaid](https://www.capterra.ch/software/174384/plaid) — 4.4/5 (95 reviews) 3. [Sage Intacct](https://www.capterra.ch/software/76/intacct) — 4.3/5 (608 reviews) 4. [D\&B Finance Analytics](https://www.capterra.ch/software/202723/d-b-finance-analytics) — 4.5/5 (137 reviews) 5. [SAP S/4HANA Cloud](https://www.capterra.ch/software/152293/sap-s-4hana) — 4.3/5 (355 reviews) ## Nutzerbewertungen ### "Very powerful, leading solution than can be overkill" — 4.0/5 > **Joe** | *8. Mai 2019* | Finanzdienstleistungen | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Full featured, owned and supported by Fidelity which is also our custodian. Long track record, well-established technology. Excellent vault \& client portals. Includes account aggregation. > > **Nachteile**: Financial planning module is complex (good news for some, not-so-good news for others) which requires significant input tweaking, and can produce output that is overkill for more simplistic projection needs. We're now looking at "Foundational Planning" from eMoney which may allow us that more simplified approach to planning. > > This product has provided our clients with a superior portal/vault/aggregation solution relative to our previous peace meal approach. Fairly easy for our least-tech-savvy client to use from their phones and tablets. Excellent way of securely sharing sensitive documents to and from clients, since we do not use encrypted email. ----- ### "EMoney Review" — 4.0/5 > **Patrick** | *12. August 2019* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: I like the completeness of the software. I.e. It is a full financial planning software that covers most, if not all, aspects of financial planning. The customer service team does provide some implementation and understanding of the software. If I have a question, the customer service team is extremely helpful and they are located in the United States. They also provide instant help as opposed to waiting for them to call me back. > > **Nachteile**: The connections to other vendors are ok. I am no longer having clients connect to their financial institutions because they always have to update the connections due to changes in their respective financial institutions' rules for password updates. This is too cumbersome for the client. I also sometimes hear from the client that they cannot find their institution. The other Con is the large learning curve for this software. It is overwhelming and not as intuitive as other Financial Planning vendors. It is what it is. It is difficult to have it both ways...Easy to use and Comprehensive. I am ok. with the learning curve but it could be easier to use. It is also pricey to get all the features. > > Based on my needs, I would probably not change vendors as this provides all aspects of financial planning. I would like things to be more intuitive and less bulky but not at the expense of losing certain features. ----- ### "A Dissatisfied Experience with eMoney Advisor" — 2.0/5 > **John** | *14. Juni 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: After the first onboarding training session, I did not like the software and knew I would not use it. > > **Nachteile**: eMoney Advisor's platform is excessively complex, offering a multitude of features that most financial advisors will find overwhelming and ultimately underutilized. The system's intricate design necessitates a significant time investment to master, a commitment many advisors may not be able to afford. > > Very dissatisfying\! Potential subscribers should be aware of eMoney Advisor's inflexible 12-month contract. Despite my immediate realization that the software was unsuitable for my needs shortly after a prolonged onboarding process (which took over a month to schedule), I was informed that cancellation was not possible due to a 12-month contractual agreement. It is unconscionable for a company to compel a dissatisfied customer to pay for a product they will not use. I have not accessed the platform in over six months, yet eMoney Advisor continues to bill $379 monthly for a service that provides me no value. My explicit communication to customer service regarding the unsuitability of the software and my intent not to use it was met with an unyielding stance on contractual obligations. This policy demonstrates a concerning lack of customer understanding and flexibility. Buyers beware\! ----- ### "Elevate your planning process with eMoney" — 5.0/5 > **Sally** | *3. September 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: This product offers excellent customer support, with live \& recorded product trainings to assist with building complex financial plans. We love the fact that this software offers a client planning website / document portal that is extremely easy for clients to adopt. > > **Nachteile**: The estate planning features of this website are somewhat limited. > > The main benefits we have from using this software are: (1) client retention (2) client engagement with the planning process (3) ABility to model "on-the-spot" ----- ### "Amazing Financial Planning Software" — 5.0/5 > **Alexander** | *23. Dezember 2020* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I've used many different platforms for financial planning software and E-Money is clearly above and beyond the best one I've used. Integration with all of our systems is critical and E-Money gets it done. > > **Nachteile**: There are a few items that lack consistency but E-Money is very active on handling tech tickets to fix items. > > E-Money is invaluable in providing client's with accurate projections for financial planning. I would highly recommend trying this software to anyone using a different financial planning software. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/119135/emx?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/119135/emx) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | ----- ## Strukturierte Daten