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Covisum vs eMoney Advisor
People
Price
Published entry price
$379+per month
Financial Advisory Practice
Annual estimate10 people, entry price
$4,548+
Flat rate
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Planning & Analysis
Product
Social Security claiming and retirement income planning platform for financial advisors.
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Headquarters
Leawood, Kansas
Radnor, Pennsylvania
Company size
11-50 employees
501-1,000 employees
Founded
2012
2000
Pricing details
Plan
Published entry price
Published rate
$379+ / month
Billable seats
Flat rate
Free options
Free trial
Free trial
Pricing source
Source updated
Oct 29, 2026
Nov 2, 2026