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
eMoney Review, Evaluation, and Comparison
Generic Description:
Market:
Review Date: June '14
Other Names or Sites They Go By: .
Website:
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:
Printing:
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.
