Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Anaplan Reviews & Ratings
    761 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • EASA Reviews & Ratings
    18 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    629 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    500 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website

What is eMoney?

Navigating financial matters can be straightforward, and so can the technological innovations that support them. At eMoney, our commitment lies in delivering advanced, planning-focused solutions that propel your business to new heights. Our all-inclusive financial planning platform is customized to align with your operational style and is designed to grow alongside your firm's evolving needs. Whether you're an independent financial advisor or part of a large corporate team, our integrated solutions address the varied and changing demands of your clients, catering to both simple and complex needs. eMoney goes beyond being just a premier financial planning software; it serves as a holistic platform that helps convert potential clients into devoted ones, enhances collaboration on financial strategies, and streamlines business operations. This enables you to focus more on what you truly love: assisting clients in preparing for their financial futures. As financial planning becomes increasingly vital, eMoney guarantees that you are equipped with the essential tools for achieving success, empowering you to navigate the complexities of the financial landscape effortlessly. By utilizing our platform, you can enhance your client relationships, ensuring they receive the best guidance tailored to their unique circumstances.

What is Prospero Suite?

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

Media

Media

Integrations Supported

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance

Integrations Supported

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
SmartOffice
Tres Finance

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1760/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

eMoney Advisor

Date Founded

2001

Company Location

United States

Company Website

www.emoneyadvisor.com

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

www.finartis.com/iam-family-office/

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
MoneyGuidePro Reviews & Ratings

MoneyGuidePro

MoneyGuide
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group