Emoney Advisor
Jun 21, 2005 2:02 am
Looking for insight to anyone that has used the Emoney Advisor product or any of its competitors.
How has it worked?
How is the client interface?
How difficult is it to add other advisors(attorneys, CPA’s)
How good is the financial planning software?
Have you shared revenues with the other profesionals.
Source URL:https://www.wealthmanagement.com/forums/technology/emoney-advisor