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eMoney Advisor vs InvestCloud

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
InvestCloud logo
InvestCloudWealth Management Platforms
CustomPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

InvestCloud logo
InvestCloud
Wealth Management Platforms

A Smarter Financial Future Starts with People

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.Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
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
InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002010
Team size501-1000 employees1001-5000 employees
HeadquartersRadnor, PAWest Hollywood, CA

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