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eMoney Advisor vs Guideline

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Guideline logo
GuidelineFinancial Planning & Analysis
Starts at USD 49/monthPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Guideline logo
Guideline
Financial Planning & Analysis

Affordable 401(k) & IRA Plans for Companies & Solopreneurs

Overview
CategoryFinancial Planning & AnalysisFinancial Planning & Analysis
What it isFinancial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.Small business 401(k) platform with low fees, automated compliance, and financial advisor services.
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…
Starts at USD 49/month
Pricing modelCustom quoteNot available
Free optionsNo free plan · Free trialNot available
Deal on CubbieNone right nowNone right now
Company
Founded20002015
Team size501-1000 employees501-1000 employees
HeadquartersRadnor, PASan Mateo, CA

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