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eMoney Advisor vs Pontera

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Pontera logo
PonteraWealth Management Platforms
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Pontera logo
Pontera
Wealth Management Platforms

Infrastructure for modern, connected retirement planning

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.Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
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…
No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv…
Pricing modelCustom quoteNot available
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002012
Team size501-1000 employees201-500 employees
HeadquartersRadnor, PANew York, NY

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