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eMoney Advisor vs Forecastr

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Forecastr logo
ForecastrFinancial Modeling Platforms
From $500 / moPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Forecastr logo
Forecastr
Financial Modeling Platforms

Forecast your future with confidence

Overview
CategoryFinancial Planning & AnalysisFinancial Modeling Platforms
What it isFinancial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.Financial modeling and forecasting software for startups to build investor-ready projections, model runway, and run scenario analysis.
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…
From $500 / mo
Financial modeling with analyst support; tiers (Essentials, Growth, CFO) are quote-on-page but reported entry is ~$500/mo for Essentials (dedicated analyst, custom model, monthly…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right now20% off + more Live now
Company
Founded20002018
Team size501-1000 employees51-200 employees
HeadquartersRadnor, PALouisville, Kentucky

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