eMoney Advisor pricing
3 plans read from emoneyadvisor.com
PlusPriced on request Pricing varies based on organizational needs; contact eMoney for an estimate.Goals-based planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com
PremierPriced on request Pricing varies based on organizational needs; contact eMoney for an estimate.Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com
ProPriced on request Pricing varies based on organizational needs; contact eMoney for an estimate.Cash flow planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations Read 3 Oct 2026 · emoneyadvisor.com
In short
- eMoney Advisor has a free plan (Plus).
- A free trial is offered.
- 3 plans are priced on request (Plus, Premier, Pro).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| FinStak | $60/mo | No | Yes |