AdvisorEngine CRM vs eMoney Advisor
AdvisorEngine CRM
advisorengine.com
eMoney Advisor
emoneyadvisor.comSide by side
| Figure | AdvisorEngine CRM | eMoney Advisor |
|---|---|---|
| Price from | $5.75/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 3 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 8.1 (#8) |
| Client portal | The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks. | The Client Portal provides clients with ongoing access to important updates and documents, and Premier includes the Premium Client Portal. |
| Founded | 2014 | 2000 |
| Headquarters | New York, NY and Raleigh, NC, United States | Radnor, Pennsylvania, United States |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
In their own words
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, covering work from goal discussions through cash-flow analysis. Planning features vary by plan: Plus includes goals-based planning, Pro includes cash flow planning, and Premier includes both. CoPlanner analyzes client facts and produces strategies for an advisor to review and refine. Clients can use the Client Portal for updates and documents; Premier adds the Premium Client Portal, whose mobile app offers biometric support and notifications.
Other listed capabilities include account aggregation, spending and budgeting tools, business analytics, tax, investment, insurance and scenario planning. Its integrations directory names providers such as Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox and YCharts. Enterprise offerings use APIs and aggregation tools. Pricing varies by organizational needs and is available on request; there is no free plan. A free trial can be requested using a form that asks for business contact and company information. The platform serves banks, broker-dealers and registered investment advisors.