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eMoney Advisor vs Practifi

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

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.Client engagement platform for wealth management on Salesforce.
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…
From $80 / seat / mo
Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002013
Team size501-1000 employees51-200 employees
HeadquartersRadnor, PAChicago, IL

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