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Planning software

eMoney Advisor

Financial planning platform for advisors, combining goals-based and cash-flow planning in one system.

Made by eMoney Advisor, LLC Visit eMoney Advisor's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “eMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.”
Vendor says · source
Connections listed36 connectionsRedtail, Wealthbox, Fidelity and 33 more. Source and date for each below. AI tools among them: Jump (how not stated), Zocks (how not stated).
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What their website looks like

Screenshot of eMoney Advisor's homepage
eMoney Advisor's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on eMoney Advisor, LLC's site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold as Plus, Pro, Premier and Enterprise packages; no prices shown

Free trial offered

Source: No prices published; the homepage, the products page (/pricing redirects there) and the FAQ checked. The FAQ says pricing depends on the firm and to talk to sales. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. eMoney Advisor isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to eMoney Advisor

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

AltruistMaxMyInterest
eMoney Advisor36 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
RedtailWealthboxFidelityCharles SchwabSEIEnvestnet MoneyGuideFP AlphaAsset-MapWealth.comVanillaLuminaryAddeparand 22 more
Connection cost: eMoney Advisor publishes no pricing for us to read.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Fidelity
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Charles Schwab
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
SEI
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Altruist
Checked on the vendor's site
  • Data in: account data, through an advisor aggregation connection
Source: eMoney press release: new aggregation connections (Aug. 17, 2023), published Aug 17, 2023. Checked Oct 6.
This source is more than 2 years old. Ask eMoney Advisor, LLC whether it still works this way.
Envestnet MoneyGuide
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
FP Alpha
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Asset-Map
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Wealth.com
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Vanilla
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Luminary
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Advyzon
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools eMoney Advisor, LLC lists. How each one connects is in eMoney Advisor, LLC's own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Jump
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Zocks
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Other software it connects to (21)

Portfolio, reporting, email, calendar and similar tools eMoney Advisor, LLC lists.

MaxMyInterest
Checked on the vendor's site
  • Data in: account data, through an advisor aggregation connection
Source: eMoney press release: new aggregation connections (Aug. 17, 2023), published Aug 17, 2023. Checked Oct 6.
This source is more than 2 years old. Ask eMoney Advisor, LLC whether it still works this way.
Addepar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
AdvicePay
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Albridge
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Black Diamond
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Envestnet
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Envestnet Tamarac
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Orion Risk Intelligence
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Nitrogen
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Tolerisk
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Morningstar Advisor Workstation
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
YCharts
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Fidelity Bond Beacon
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Flourish
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
PreciseFP
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Zillow
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Box
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
Dropbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney integrations page (logo). Checked Oct 6.
BlackRock
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: eMoney FAQ: integrations. Checked Oct 6.

Moving to eMoney Advisor from another tool

What eMoney Advisor, LLC's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the eMoney Advisor pages we read

We looked on Oct 8. Before you sign, ask eMoney Advisor, LLC which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on eMoney Advisor, LLC's site.Not found

Of the 16 other planning tools whose pages we've read for this, 1 says on its own site that it imports from eMoney Advisor: RightCapital (whose page calls eMoney Advisor “eMoney”). Each one's profile says what comes across.

Also mentions eMoney Advisor, in words we couldn't label as an import: Income Lab. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for eMoney Advisor yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare eMoney Advisor with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile
Orion Planning
No price found
No price on their site · looked Oct 6
No CRM or custodian connection listed
View profile

Corrections

No corrections to this profile yet.

Spotted something out of date? Send a correction and we'll check it again.