eMoney Advisor vs Portal
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
PortalClient Portal Software
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Portal Client Portal Software One superintelligence, entirely your own. | |
|---|---|---|
| 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. | Branded client portal for agencies and consultants with messaging, files, tasks, and billing. |
| 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… | Not published |
| 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 | 2020 |
| Team size | 501-1000 employees | 11-50 employees |
| Headquarters | Radnor, PA | New York, NY |