eMoney Advisor vs Plutosoft
eMoney Advisor
emoneyadvisor.comPlutosoft
plutosoft.com.auSide by side
| Figure | eMoney Advisor | Plutosoft |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 0 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 6.7 (#30) |
| Founded | 2000 | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. |
| Headquarters | Radnor, Pennsylvania, United States | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. |
| Intended users | eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors. | The software is designed for financial planning practices and also offers dealer-group management features. |
| Pricing | The company says pricing varies based on organizational needs and recommends contacting sales for an estimate. | The public site prompts visitors to book a demo and does not state subscription prices on the pages reviewed. |
| Product | eMoney is a financial planning platform built for financial advisors to deepen client engagement and support planning from goal conversations through advanced cash flow analysis. | Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. |
| 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. | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. |
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.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.