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eMoney Advisor vs Income Discovery

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Income Discovery logo
Income DiscoveryFinancial Planning & Analysis
CustomPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Income Discovery logo
Income Discovery
Financial Planning & Analysis

No sliders. No spreadsheets. No guesswork.

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.Retirement income planning and Social Security optimization software for advisors.
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
No public pricing. Enterprise retirement income planning software sold to institutions via enterprise sales; serves firms analyzing at least ~1,000 retirement income cases/year. C…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002013
Team size501-1000 employees11-50 employees
HeadquartersRadnor, PANew York, NY

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