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eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

29 ratings
10 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • March 24, 2025
  • September 22, 2026

Features

Developer

eMoney Advisor
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eMoney Client Portal screenshot #1 for iPhone
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eMoney Client Portal screenshot #5 for iPhone
eMoney Client Portal screenshot #6 for iPhone
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About

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

✓All-in-one account aggregation
✓Spending and investment tracking
✓Personalized goal setting
✓Secure document vault
✓Advisor communication
✓Financial topic exploration
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What's New in eMoney Client Portal

1.2.9

September 22, 2026

New App Icon's Assets Added

User reviews

Most RecentHighest RatedLowest Rated

App Has Potential

I am an advisor with clients who use this app and I use it personally.

I immediately gave feedback on the fact that two factor code not automatically feeding from text was way behind the times. No change since launch.

Also, if I go a while without launching app, it prompts a login. I click on the button to login, it doesn’t take me to login and I get stuck in a never ending loop until I delete/reinstall app.

So much potential but missing some basic functionality.
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maryem1978maryem1978

Love the app but…

This is a great app… on my Apple iPhone. On my new MacBook and 13-inch iPad Pro (running latest OS and iOS) using safari browser the site behaves strangely and is literally nearly unusable. I even tried chrome - not working with chrome either. Site is buggy. Recommend the developer tests on those devices with safari browser. Happy to provide additional detail if helpful. Will change to 5 stars if corrected.
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Caddisbug1994Caddisbug1994

No IPad App

eMoney has a glaring gap in not having a dedicated iPad app. Additionally I find the “Feedback” functionality seems to be a black hole.
ScotcroScotcro

Meh

Session expired, can’t use Face ID but won’t let me input username/PW. Can’t use the app.
tingler3257tingler3257

iPad version?

How in this day and age do we not have an iPad version of the app.
Anyone using it is older and Not on their phone.
NC-SportsterNC-Sportster
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Developer apps

eMoney Summit 2019
eMoney Summit 2019

by eMoney Advisor

💼 Business
Free
Incentive: Financial Wellness
Incentive: Financial Wellness

Take control of your money

💰 Finance

(34)

Free
See developer apps

FAQ

What is eMoney Client Portal?

eMoney Client Portal is a free finance application that provides a consolidated view of your financial life. It allows you to track spending, investments, set goals, and securely communicate with your financial advisor.

Is eMoney Client Portal secure?

Yes, eMoney Client Portal emphasizes security with secure aggregation and document sharing features. It is designed to provide complete control and safety over your financial data.

Can I track my investments with eMoney Client Portal?

Yes, the app allows you to track your investments and asset allocation with easy-to-understand visuals and insights, helping you stay on top of your portfolio.

How does eMoney Client Portal help with financial goals?

You can identify your financial goals and track your progress within the portal. It also allows you to make adjustments and see how changes can impact your financial future.

Does eMoney Client Portal have ads?

No, eMoney Client Portal does not contain advertisements. It is a free application designed to provide a seamless user experience without interruptions.

What devices support eMoney Client Portal?

eMoney Client Portal is currently supported on iPhone and iPod devices. The latest version available is 1.1.11, updated on November 20, 2025.

How often is eMoney Client Portal updated?

The application was last updated on November 20, 2025, indicating regular updates to improve functionality and security. The current version is 1.1.11.

What is the age rating for eMoney Client Portal?

eMoney Client Portal has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.