eMoney Advisor vs Investwell Mint
eMoney Advisor
emoneyadvisor.comInvestwell Mint
investwell.inSide by side
| Figure | eMoney Advisor | Investwell Mint |
|---|---|---|
| Price from | — | ₹2,083.33/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.7 (#13) |
| Founded | 2000 | 2000 |
| Headquarters | Radnor, Pennsylvania, United States | Gurugram, Haryana, India |
| Intended users | eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors. | Investwell says it supports mutual fund distributors, IFAs, and national distributors. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting. |
| 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. | Investwell lists Mint support at 08069212969 and [email protected]. |
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.
Investwell Mint
Investwell Mint has no write-up on Specifiction yet; its figures are above.