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eMoney Advisor vs Eton Solutions

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Eton Solutions logo
Eton SolutionsWealth Management Platforms
CustomPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Eton Solutions logo
Eton Solutions
Wealth Management Platforms

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Overview
CategoryFinancial Planning & AnalysisWealth Management Platforms
What it isFinancial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.Family office integrated platform (AtlasFive).
Pricing
Published priceFrom $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…
Custom
Eton Solutions does not publish pricing; its AtlasFive platform is sold to family offices via custom quotes, typically scaled to assets under management and modules. A lower-tier…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002015
Team size501-1000 employees201-500 employees
HeadquartersRadnor, PARaleigh, NC

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