Research Analysts play an important role in the due diligence process for companies looking for software solutions. eMoney has taken part in a number of analyst reviews in the past six months. Analysts from top research firms including Forrester, Celent and Gartner commented on the power of eMoney’s software, its flexibility and the enhancements over the past seven years.

Celent Research reviewed eMoney’s Retirement Income Tool along with 15 other software vendors. The Report addresses the complexities of the post-retirement and income distribution phase, in light of the huge Baby Boomer market. Celent commented on a number of positive aspects of eMoney’s software including how it dealt with long-term care and annuity ladders. The Report says: “One product the eMoney system handles exceptionally well is annuity ladders. Annuities are visited early in the planning process as clients consider whether their sources of ‘guaranteed income’ are sufficient when compared to basic expenses.” Overall eMoney’s Retirement Income Tool was rated in the top quartile based on breadth of functionality and advanced technology.

Forrester Research reviewed eMoney 360Pro against eight other financial planning software vendors. The Report says: “eMoney’s guiding principle of being the advisor’s silent partner in building stronger client relationships drives its product development.” The comprehensive analysis which covers 124 criteria across 19 key performance areas, found eMoney’s 360Pro to be the easiest software to use on the market. eMoney earned the highest possible score in 11 categories.

Gartner Research reviewed eMoney’s Retirement Income Tool and 15 other vendors and gave it a positive rating (the highest possible score).

Edmond Walters, CEO and Founder of eMoney says, “The analyst reviews have given us a big pat on the back for how far we’ve come. We aren’t resting on our laurels though. Our intention is to continue to lead the competition with enhancements to our services.”

View Celent Report
View Forrester Report
View Gartner Report