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Covisum vs eMoney Advisor

Covisum logo
CovisumFaculty Management Software
eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Covisum logo
Covisum
Faculty Management Software

Grow your financial planning business with elite software

eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Overview
CategoryFaculty Management SoftwareFinancial Planning & Analysis
What it isSocial 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.
Pricing
Published priceCovisum publishes a numeric starting price of $39.99 on its current pricing materials. Higher tiers, usage, support, or contract terms may increase the total cost.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 modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20122000
Team size11-50 employees501-1000 employees
HeadquartersLeawood, KSRadnor, PA

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