Review of eMoney Advisor Financial Plan Software.

Sunguard's eMoney Financial Planning Software Review, Evaluation, and Comparisons

Main Financial Planning Software Comparison Page Real cash flow-based Financial Planning Software and Goalware Current Financial Software Review Status Page
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

An Overall Product Classification, Generic Review, Evaluation of Their Functions, and Detailed Comparisons with Tools For Money
(see the chart at the bottom)

No beef or data yet, but here's an article that's a warning about Fidelity soon will be knowing ALL about your business, and your clients, even if you're not with Fidelity (Big Brother!?)

We're trying to do a fair and balanced review, so if you dispute any of this, just send an e-mail and we'll look at it and if you're right, then we'll edit that and give you a freebie to thank you

About eMoney Adviser software.

eMoney Review, Evaluation, and Comparison

Generic Description:


Review Date: June '14

Other Names or Sites They Go By: .


What Module on Tools For Money it Competes With, and is the Best to Compare To: Integrated Financial Planner.

Platform: Code-driven and cloud-based only. Their system is ISO / IEC 27001:2005 cloud security certified.

Read why you should not be working in the clouds when it comes to financial planning software.

Read why Excel-based financial plan software is superior to code-driven software.

Price: Over $3,600 a year - EVERY year!!! For this much just once, you can get a five-year subscription to everything on this site.

For $1,000 you can buy everything on this site, which provides much more value than just financial planning software.

Annual Update Prices: 100%, so you'd pay full price every year.

Tools For Money is only 50%.

Finra Reviewed: No, because it has a Monte Carlo simulator.

Monte Carlo Simulator: Yes

Buying Caveats:


With all Tools For Money software, you have total control over all printing.

Delivery Methods: Cloud-based.

Read why you should not be working in the clouds when it comes to financial planning software.

Number of Computers the Program Will Run On: Cloud-based.

With all Tools For Money software, you can also use anything for anything on an unlimited numbers of computers.

Integration and/or Online Downloading:

eMoney Comparison Conclusions; Comments, Opinions, and Observations

Nothing yet, other than you're spending hundreds of dollars to feed travelling salespeople to go out and peddle software in person.

eMoney is strong with CRM, but weak with financial planning software - which is not even cash flow-based.

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

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