eMoney Advisor vs Vena
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
VenaFinancial Planning & Analysis
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Vena Financial Planning & Analysis Plan Better. Achieve More. | |
|---|---|---|
| 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. | Complete planning platform native to Microsoft 365 with Excel front-end and centralized database. |
| 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… | Vena does not publish a citable numeric price on its current public vendor pages. Pricing is handled through sales, a quote request, or account-specific terms. |
| Pricing model | Custom quote | Not available |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2011 |
| Team size | 501-1000 employees | 501-1000 employees |
| Headquarters | Radnor, PA | Toronto, Canada |