Is eMoney Advisor safe?
Review eMoney Advisor security risks.

The following security profile for eMoney Advisor includes the basics you’ll need for a vendor risk assessment: security certifications, supply chain details, privacy policy, terms of service, GDPR compliance, and more.
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eMoney Advisor
eMoney Advisor Organization Details

Category

Finance

Organization Details

What is eMoney Advisor?

Leading wealth management and financial planning software for advisors, firms, and enterprises. Support your business' every need, from planning to client services.

Headquarters

Hosting

Hosting locations

Security Program

Security Certifications

SOC2 Compliance
PCI Compliant
HIPAA Compliant
SOC2 Compliance
SOC 2 Compliant
GDPR Compliant
ISO 27001 Compliant
FedRamp Compliant
CSA Star Level 1
Compliant

Security Page

https://emoneyadvisor.com/security/

Security Portal

Bug Bounty

Vulnerability Disclosure

Terms of Service

Privacy Policy

https://emoneyadvisor.com/privacy-notice/

Status Page

Authentication

Authentication / SSO

Supported Okta Features
Login with Google support
Login with Microsoft support
Supports SSO
Two-factor authentication via SMS
Two-factor authentication via E-mail
Two-factor authentication via Hardware
Two-factor authentication via Software
Two-factor authentication via TOTP
Two-factor authentication via U2F

OAuth Details

eMoney Advisor Supply Chain
  • Akamai
  • Microsoft Azure
  • Oracle Cloud
  • Microsoft Intune
  • Outreach.io
  • Jamf Apple Device Management
  • Proofpoint
  • Mixpanel
  • HackerOne
  • Atlassian
  • Hotjar
  • Google Tag Manager
  • Drift
  • Google Analytics
  • Clearbit
eMoney Advisor Subdomains
  • response.emoneyadvisor.com
  • plan.emoneyadvisor.com
  • app.response.emoneyadvisor.com
  • emacmg.emoneyadvisor.com
  • api.emoneyadvisor.com
  • tracking.emoneyadvisor.com
  • autodiscover.emoneyadvisor.com
  • enterpriseenrollment.emoneyadvisor.com
  • community.emoneyadvisor.com
  • blog.emoneyadvisor.com
  • careers.emoneyadvisor.com
  • www.emoneyadvisor.com
  • developer.emoneyadvisor.com
  • university.emoneyadvisor.com
  • images.response.emoneyadvisor.com
  • jamf.ema.emoneyadvisor.com
  • info.emoneyadvisor.com
  • outreach.emoneyadvisor.com
  • life.emoneyadvisor.com
  • lyncdiscover.emoneyadvisor.com
  • sip.emoneyadvisor.com

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was able to find all this and much more.
Nudge was able to find all this and much more.
Nudge Security provides detailed security profiles for thousands of SaaS apps. Sail through security assessments with our proprietary intelligence on vendors’ security, risk, and compliance programs.
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Product
OverviewChangelogPricingStatus
Resources
FAQSecurity ProfilesSaaS Security GlossaryKnowledge BaseAPI Documentation
Company
Our ApproachOur TeamPress
Assurance
Trust & SecurityTerms & ConditionsPrivacy PolicySitemap

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Austin, TX  78701