eMoney Advisor vs Mosaic
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
MosaicFinancial Planning & Analysis
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Mosaic Financial Planning & Analysis Strategic finance platform. | |
|---|---|---|
| Overview | ||
| Category | Financial Planning & Analysis | Financial Planning & Analysis |
| What it is | Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice. | Mosaic provides a strategic finance platform with real-time financial models, automated reporting, and scenario planning for finance teams. |
| 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… | Foundation: From $1,000/month Growth: From $3,000/month Enterprise: Custom pricing |
| Pricing model | Custom quote | Not available |
| Free options | No free plan · Free trial | Not available |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2019 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Radnor, PA | San Francisco, California |
| Featured clients | Not available | SaaS companies, Venture-backed startups, Growing tech companies |