AdvisorShelf
AdvisorShelf / Compare

Compare planning tools

eMoney Advisor vs MoneyGuide

The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.

eMoney Advisor
No price found
Firm sizeSolo2-56-2021+
2 data in
MoneyGuide
$166.67 a month for one person (our sum)
Firm sizeNot assessed yet
55 data in23 data out1 two-way48 single sign-on
eMoney Advisor
MoneyGuide
Starting price
No price found
From $2,000/advisor/yr
One person, cheapest plan (our sum)
No price found
About $166.67 a month
Where the price came from
No price on their site · looked Oct 6
Checked on the vendor's site · Oct 6
Price on their own site
No
Yes
Firm size
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Not assessed yet
Redtail
Listed, no detail given checked
Data in + single sign-on checked
Wealthbox
Listed, no detail given checked
Data in + single sign-on checked
Fidelity
Listed, no detail given checked
Fidelity (Wealthscape FBS) · Data in checkedNational Financial (Wealthscape NFS) · Data in checked
Schwab
Charles Schwab · Listed, no detail given checked
Schwab (OpenView Gateway) · Data in checked
SEI
Listed, no detail given checked
Data in checked
Altruist
Data in checked, source from 2023
Data in checked
Advyzon
Listed, no detail given checked
Data in and out + single sign-on checked
Advisors Assistant
None listed
Data in + single sign-on checked
Axos Advisor Services
None listed
Data in checked
Grendel
None listed
Data in + single sign-on checked
AdvisorEngine
None listed
Junxure Cloud · Data in + single sign-on checkedJunxure-i (desktop) · Data in + single sign-on checked
LPL Financial
None listed
LPL Financial (ClientWorks) · Data in and out + single sign-on checked
Pershing
None listed
Pershing NetX360 · Data in + single sign-on checked
Practifi
None listed
Data in + single sign-on checked
ProTracker Advantage
None listed
Data in + single sign-on checked
Salentica
None listed
Data in + single sign-on checked
TradePMR
None listed
TradePMR (Fusion) · Data in + single sign-on checked
XLR8
None listed
Data in + single sign-on checked
SmartOffice
None listed
Zinnia SmartOffice · Data in + single sign-on checked
Connection costs
Connection cost: eMoney Advisor publishes no pricing for us to read.
Connection cost: Yodlee account aggregation through the client portal is an add-on at $400 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: MX is an add-on at $400 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: The Morningstar Risk Profiler is an add-on at $739 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: MoneyGuide says the Schwab OpenView Gateway integration sets up with no downloading or additional costs.
Checked on the vendor's site · Oct 6MoneyGuide integration partners page (Schwab panel)
Leaving later
We couldn't find export instructions on eMoney Advisor, LLC's site.Not found
To keep your own copy, save client reports, which open as PDFs, to your computer.
Checked on the vendor's site
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile
eMoney Advisor profile
MoneyGuide profile