Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Pricing
From $379 / mo
Founded
2000
Team size
501-1,000 employees
Headquarters
Radnor, PA
Product Preview
Preview from emoneyadvisor.com
At a glance
Pricing model
Custom quote
Try before you buy
Security
SOC 2
About eMoney Advisor
eMoney Advisor (owned by Fidelity) is financial-planning software for financial advisors and wealth-management firms. Its emX platform provides cash-flow and goals-based planning, an interactive client portal, account aggregation, and scenario modeling to build and present comprehensive financial plans. It is priced per advisor and is one of the market-leading planning tools alongside MoneyGuidePro.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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eMoney Advisor
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