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BudgetPak vs eMoney Advisor

BudgetPak logo
BudgetPakFinancial Planning and Analysis
CustomPublished price
eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
BudgetPak logo
BudgetPak
Financial Planning and Analysis

Budget Smarter. Budget Faster.

eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Overview
CategoryFinancial Planning and AnalysisFinancial Planning & Analysis
What it isBudget management software that makes the budget process easy for non-financial managers while maintaining control for finance.Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Pricing
Published priceCustom
XLerant does not publish pricing; sold via quote. Third-party estimates suggest roughly $50 per user/month, but figures are unverified. BudgetPak is cloud budgeting, forecasting,…
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 modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20012000
Team size11-50 employees501-1000 employees
HeadquartersNew Haven, CTRadnor, PA

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