# eMoney Advisor

> Financial planning software that helps advisors scale their practice and spend more time on client engagement.

- **Canonical URI:** https://www.vioscale.ai/software/emoney-advisor
- **Category:** Wealth Management
- **Homepage:** https://emoneyadvisor.com
- **Also known as:** emoney-advisor
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-24T09:56:45.314Z

## Vioscale score

**34.2 / 100**, confidence 22% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 28.9 | 0.04877777777777778 | 1.4 | ✓ |
| integrations | 29.9 | 0.04066666666666666 | 1.2 | ✓ |
| security_posture | 40 | 0.073 | 2.9 | ✓ |
| pricing_transparency | 0 | 0.084 | 0 | - |

## About

A financial planning platform that enables advisors to organize client financial data, create comprehensive plans with scenario analysis and risk testing, and engage clients through an interactive portal with ongoing access to updates and planning tools.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (10)

_Independently observed._

- Tolerisk
- YCharts
- Vanilla
- Wealth.com
- Luminary
- Zocks
- Jump AI
- Black Diamond
- Asset-Map
- FP Alpha

## Capabilities

_The capabilities that matter for Wealth Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Capabilities** | |
| Schwab fidelity pershing custodial data sync | ✗ |
| Monte carlo retirement simulation planning | ✓ |
| Automated portfolio rebalancing and tax loss harvesting | ✗ |
| Aum fee calculation and direct billing push | ✗ |
| Client facing white label portal and mobile app | ✗ |
| Sec finra compliant email and document archiving | ✗ |
| Risk tolerance questionnaires and scoring | ✗ |
| Held away asset aggregation plaid byallaccounts | ✗ |
| Estate and tax planning scenarios | ✗ |
| SOC2 type ii | ✗ |
| ISO 27001 | ✗ |
| Pricing model | - |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.model | commercial | [link](https://emoneyadvisor.com) | 2026-08-23 | 60% (medium) |

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 10 | [link](https://emoneyadvisor.com) | 2026-08-24 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"regional","availableCountries":["US"],"notAvailableCountries":[]}` | [link](https://emoneyadvisor.com) | 2026-08-24 | 75% (high) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.soc2 | yes | [link](https://emoneyadvisor.com/security/) | 2026-08-24 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/emoney-advisor). Independent, evidence-based software intelligence. Cite the canonical URI.*