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AdvisorEngine vs eMoney Advisor

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Overview
CategoryWealth Management PlatformsFinancial Planning & Analysis
What it isWealth management technology platform with CRM, portfolio, and proposals.Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Pricing
Published price$69/user/month
AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo…
From $379 / mo
Widely reported around $379/mo per advisor for the full emX platform (roughly $3,500+/yr); a lighter emX Select tier is lower cost. Fidelity custody clients may get preferential p…
Pricing modelPer seatCustom quote
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142000
Team size201-500 employees501-1000 employees
HeadquartersNew York, NYRadnor, PA

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