eMoney Advisor vs intelliflo office
eMoney Advisor
emoneyadvisor.comintelliflo office
intelliflo.comSide by side
| Figure | eMoney Advisor | intelliflo office |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.2 (#27) |
| Client portal | The Client Portal provides clients with ongoing access to important updates and documents, and Premier includes the Premium Client Portal. | The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing. |
| Headquarters | Radnor, Pennsylvania, United States | London, UK |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Support | Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products. | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. |
Plans
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
In their own words
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.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.