eMoney Advisor vs Moxo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
MoxoClient Portal Software
From $99 / moPublished price
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Moxo Client Portal Software Orchestrate processes with humans & AI agents | |
|---|---|---|
| Overview | ||
| Category | Financial Planning & Analysis | Client Portal Software |
| What it is | Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice. | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. |
| 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 $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · Free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2012 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Radnor, PA | Cupertino, CA |