List of eMoney Plus Customers
Radnor, 19087, PA,
United States
Since 2010, our global team of researchers has been studying eMoney Plus customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased eMoney Plus for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using eMoney Plus for Portfolio and Investment Performance and Planning include: Blue Trust, a United States based Non Profit organisation with 100 employees and revenues of $10.0 million, Horizon Financial Group, a United States based Banking and Financial Services organisation with 25 employees and revenues of $8.0 million, E P Wealth Advisors, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using eMoney Plus, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The eMoney Plus customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Blue Trust | Non Profit | 100 | $10M | United States | eMoney Advisor | eMoney Plus | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Blue Trust began adopting eMoney Plus in the Portfolio and Investment Performance and Planning category to deliver interactive scenario modeling and a client portal across its U.S. offices. The rollout targeted finance and financial planning workflows used by advisors and client-facing teams, with an emphasis on standardizing scenario-based planning and improving client engagement.
Blue Trust configured eMoney Plus with modules and capabilities inferred from the vendor case study, aligning with eMoney Pro and Decision Center functionality. Implementations focused on scenario modeling for cash flow planning, interactive decision support for advisors, consolidated client portals for plan and document access, and orchestration of planning workflows to support advisor-client interactions.
Deployment emphasized phased adoption across the firm’s U.S. offices, with operational scope centered on advisory teams and finance-driven planning processes. Governance activities prioritized standardizing planning templates and advisor workflows to drive wider adoption, and the vendor case narrative reports outcomes of improved advisor efficiency and support for winning clients.
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E P Wealth Advisors | Professional Services | 10 | $1M | United States | eMoney Advisor | eMoney Plus | Portfolio and Investment Performance and Planning | 2016 | n/a |
E P Wealth Advisors implemented eMoney Plus in 2016 as the backbone of its planning process, selecting a solution in the Portfolio and Investment Performance and Planning category to standardize onboarding and planning across acquired firms. The deployment targeted finance and wealth-management functions and was applied across the firm’s U.S. advisory operations to align planning delivery following M&A activity.
Configuration of eMoney Plus emphasized comprehensive financial planning modules, standardized onboarding templates, consolidated client data aggregation, performance reporting, and client portals to accelerate advisor workflows. The implementation centralized plan templates, standardized risk profiling and scenario modeling workflows, and automated recurring plan updates to create a repeatable planning cadence across acquired practices.
Integrations focused on consolidating client holdings through custodial data feeds and account aggregation services, with operational coverage spanning advisors, client service teams, and back office operations across acquired firms in the United States. eMoney Plus served as the central repository for client records and plan artifacts, enabling consistent data flow into reporting and planning processes.
Governance changes accompanied the rollout, including centralized template stewardship, standardized onboarding checklists, and formalized compliance review workflows to enforce consistency across offices. The phased rollout accelerated advisor adoption, consolidated client data, and supported growth driven by mergers and acquisitions while improving consistency of plan delivery across the firm’s U.S. wealth-management operations according to the referenced case study.
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Horizon Financial Group | Banking and Financial Services | 25 | $8M | United States | eMoney Advisor | eMoney Plus | Portfolio and Investment Performance and Planning | 2001 | n/a |
In 2001, Horizon Financial Group implemented eMoney Plus as its primary planning platform within the Portfolio and Investment Performance and Planning category. Horizon Financial Group has used eMoney Plus to produce long term cash flow and Monte Carlo plans that drive retirement and estate planning conversations, embedding the application into its financial planning processes in the United States.
The deployment emphasized Pro level planning capabilities inferred from vendor materials, with configuration focused on account aggregation feeds, comprehensive cash flow modeling, scenario and Monte Carlo simulation, and estate planning workflows to support advisor led delivery. eMoney Plus was configured to consolidate client financial data and to support recurring plan refreshes and ongoing client engagement through advisor review and client facing plan outputs.
Operational scope covered the firm s advisory and planning functions for U.S. clients, with the platform integrated into retirement and estate planning workflows and meeting preparation. Governance and process changes centered on standardizing plan generation, review cycles, and the use of aggregated account data to drive deeper planning conversations and sustained client engagement.
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Buyer Intent: Companies Evaluating eMoney Plus
- The Disney Store UK, a United Kingdom based Retail organization with 1331 Employees
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