Cubbie Conference December 10, 2026 in San Francisco Get tickets →

Clinked vs eMoney Advisor

Clinked logo
ClinkedClient Portal Software
Starts at $83/moPublished price
eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Clinked logo
Clinked
Client Portal Software

The Secure Way to Manage Tasks, Files, and Communication

eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Overview
CategoryClient Portal SoftwareFinancial Planning & Analysis
What it isWhite-label client portal and document collaboration platform for professional services with secure file sharing.Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Pricing
Published priceStarts at $83/moFrom $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 modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20082000
Team size11-50 employees501-1000 employees
HeadquartersGuildford, UKRadnor, PA

Buyers also compare

Hot in AI

Rising

CRM

Field Service Management

Project Management

Email Marketing

Cloud Hosting

Email Deliverability