eMoney

Wealth Management Technology That Helps You

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14 Days

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Category

Financial Planning Software
Investment Management Software
Stock Portfolio Management Software

Features

Accounting Integration
Cash Management
Expenditure Tracking
Investment Management
Risk Management
Tax Management
Accounting Management
Asset Management
Benchmarking
Client Portal
Data Import/Export
Fund Management
Investment Tracking
Modeling & Simulation
Performance Metrics
Portfolio Management
Reporting
Risk Management
Client Management
Data Warehousing
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management

Platforms

Cloud Hosted
Web-based
iPhone/iPad
Android
Windows
Mac

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