eMoney Advisor, Radnor PA

The *Worst* user experience I have ever had with personal finance software.

Specifically: password recovery doesn't work (or takes *forever*) ; lack of end user tech support means that if my financial advisor is out of town I have to wait 4 days to get support (as is the case just now) ; it lacks an elegant connection to my financial advisor's other tools; and the public facing login portal seems to *only* be for financial advisors, so clients are SOL if they don't have the specific (non-searchable) link to their client log-in portal. This hacked design gives me pause that their security may be similarly amateur.

Definitely not an "added value" service for my financial advisor - I'm giving up and using Schwab's tool. I will get better service and be free to take my financial data elsewhere.

Clunky non user friendly software. If you decide you after their "training" which takes about a month to complete, that you don't want to implement into your business, and ask for even a partial refund, they're gonna pocket your full $3,300 and be happy doing so. I would look elsewhere for your financial planning needs. There are plenty of competitors out there like MoneyGuide Pro that have a better product and will be much more ethical in the way they deal with customer satisfaction and billing. Advisors and small business owners beware. In my opinion, this company fraudulently charged me for a service that I didn't even use. I tell every financial advisor I know to stay away from eMoney.

Totally unresponsive. They have a great concept but if there is an issue, it never gets fixed. Bottom line is they must not care at all about the customer or they would show some small interest in fixing their software issues.

Same experience as Gayle. Now they lost the link to my checking account. From their response "XXX Bank changed the way their website works. We are no longer going to support it. Goodbye".

Using an online accounts manager like this to do budgeting kind of loses it's luster when you can't access your checking account where most bills get paid from.

I like emoney for what it does w organizing expenses but it loses connections to your accounts way to often and you constantly have to relink software to your accounts. Why is that?