Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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A service that creates a meticulously reverse-engineered business plan, built from the intended outcomes and key performance indicators, streamlines the formation of a robust business strategy quickly and effectively. By entering a straightforward template that includes average revenue per account (ARPA), monthly customer pricing, projected growth rates, and establishment year, users can effortlessly produce a thorough business plan. Basic data entry also enables the automatic production of a profit and loss (PL) statement page, while Projection-ai simplifies the creation of diverse scenarios. Users can easily generate additional scenarios by opting for the case creation feature and detailing the necessary parameters. To achieve targeted sales results, it is vital to convert these figures into actionable strategies. With Projection-ai, it's simple to simulate crucial KPIs for the year, breaking them down into monthly metrics. The resulting monthly PL can act as a budget management tool, focusing on sales and KPIs and evolving into a dynamic dashboard filled with essential data inputs. Furthermore, users have the ability to track significant SaaS metrics such as cash flow changes, runway durations, monthly recurring revenue (MRR), ARPA, customer counts, and the lifetime value to customer acquisition cost (LTV/CAC) ratios across multiple scenarios and business years. This comprehensive methodology not only supports businesses in navigating challenges but also empowers them to remain agile and succeed in a competitive market. The use of such a service can greatly enhance strategic foresight and decision-making capabilities for organizations.
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.
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
$70.61 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
projection-ai
Company Location
Japan
Company Website
projection-ai.com
Company Facts
Organization Name
eMoney Advisor
Date Founded
2001
Company Location
United States
Company Website
www.emoneyadvisor.com
Categories and Features
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