Facts checked on September 30, 2026. Vendor pages change, so confirm anything that matters for your firm in writing.
Choosing planning software is less about a feature list and more about the work your firm actually does with clients. You need to know which planning method the package supports, who owns the client records, which modules are in the proposal, how onboarding works, and what still has to be proven in a demo.
This page is a buying checklist based on what eMoney Advisor’s public site showed on the check date. It is not a hands-on product review, and it does not rank eMoney Advisor against other vendors.
OJay Media Marketing sells marketing to financial advisors, so we have a commercial interest in software topics that advisory firms research. We do not sell eMoney Advisor.
Which package fits the planning work?
The choice between planning packages starts with the type of work your firm performs. eMoney Advisor describes goals-based planning on its Plus page and cash-flow planning on its Pro page. Bring a real client scenario to the demo and ask which proposed package supports the complete workflow.
eMoney Advisor’s products page also lists a Premier package that combines goals-based and cash-flow tools with a Premium Client Portal. eMoney Advisor’s public products materials did not show a dollar plan grid on the check date. Ask for written numbers that name the package, seats, and modules.
Write down one household you already serve and one you want to serve next. In the demo, ask the vendor to build both plans in the package they are selling you. A slide about “comprehensive planning” is not the same thing as watching your workflow complete.
What else sits around the plan?
A planning tool also has to fit the firm’s client experience and data habits. eMoney Advisor describes a Client Portal that ships with its planning packages, and a Premium Client Portal upgrade with more interactive tools. Ask which portal is in your proposal, who can brand it, and what clients can do without calling the office.
eMoney Advisor’s aggregation page lists connections from thousands of institutions and cites more than 12,000 data sources. Treat that as a vendor claim to verify with the connections your clients actually use, including held-away assets that matter for the plan.
CoPlanner appears across the Plus, Pro, and Premier pages as a way to draft plans faster. Ask what CoPlanner does in your package, who can edit a shared plan, and how changes are reviewed before a client sees them.
How do data, security, and integrations fit?
A planning tool also has to fit the firm’s data and review process. Use eMoney Advisor’s security page to prepare questions about access and retention, then ask the vendor to demonstrate the connection your firm actually needs using its integrations information as a starting point. A page’s existence does not verify your firm’s configuration or legal obligations.
eMoney Advisor’s security page describes layered controls and an annual SOC 2 audit. That is useful background for your reviewer. It is not a finding that the product meets your firm’s obligations.
eMoney Advisor’s integrations page lists more than 25 partners across CRM, risk, and related tools. Bring your CRM and custodial workflow to the demo and ask for the exact connector, the data that syncs both ways, and who supports a broken sync.
Who helps after launch?
Software only pays off after client records move and the team can run the new workflow without heroics. eMoney Advisor’s products page lists guided onboarding, live training, and data migration support. The Why eMoney hub also lists onboarding and training among the services included with its products.
Ask for those details in writing before you buy. Name who on your staff will own the cutover, and which book of households moves first. Get the onboarding help described in writing, and ask what happens when a historical plan does not convert cleanly. If the answer is vague, the risk sits with your staff calendar, not the vendor’s brochure.
What to ask for in writing
Send one email that forces a complete answer. Keep the questions specific enough that a vague reply is obvious.
- Which package and portal are in the proposal, and which modules are optional add-ons?
- Which seat count appears in the written materials, and what onboarding work is included?
- Which of our CRM, custodian, and risk tools have a supported connector today?
- Ask how household records leave the system when the firm needs a full export.
- Ask who trains the team and who answers day-to-day product questions after go-live.
Those answers belong in an email you can file, not in a live demo chat that disappears.
How to decide
Buy eMoney Advisor only when written materials match the planning method your firm already uses, the portal your clients will open, and the integrations your reviewer can accept. If the public pages and the proposal disagree, trust the written materials and keep asking until they match.
If improving how prospective clients find your firm is also on the agenda, we explain the OJay Media Marketing process separately.
A few common questions
Is a public plan grid available?
eMoney Advisor’s products page showed package comparisons on September 30, 2026, without a public dollar plan grid. Ask for written numbers for your firm.
Is this a hands-on review?
No. This page summarizes public vendor pages and the questions an advisory firm still has to answer. It does not report a product test by OJay Media Marketing.
Which package should I start with?
Start from the planning method your clients need. Goals-based conversations point at Plus. Detailed cash-flow planning points at Pro. Firms that want both methods plus the Premium Client Portal will be looking at Premier. Confirm the match in a demo with your own scenarios.
Related reading
- Holistiplan buying notes
- Advyzon buying notes
- Wealthbox CRM buying notes
- CRM for financial advisors
- Browse the blog
OJay Media Marketing is a marketing agency for wealth advisors. This page is for advisory firms comparing vendors. It is not investment, legal, or compliance advice. Have your reviewer approve your own materials before you use them.
