eMoney Advisor vs IRESS
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
IRESSWealth Management Platforms
From $25 / seat / moPublished price
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | IRESS Wealth Management Platforms Powering progress in financial services | |
|---|---|---|
| Overview | ||
| Category | Financial Planning & Analysis | Wealth Management Platforms |
| What it is | Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice. | Financial technology platform for trading, wealth management, mortgages, and market data. |
| Pricing | ||
| Published price | From $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 $25 / seat / mo Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning… |
| Pricing model | Custom quote | Per seat |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 1993 |
| Team size | 501-1000 employees | 1001-5000 employees |
| Headquarters | Radnor, PA | Melbourne, Australia |