eMoney Advisor vs Practifi
eMoney Advisor
emoneyadvisor.com
Practifi
practifi.comSide by side
| Figure | eMoney Advisor | Practifi |
|---|---|---|
| Price from | — | $135/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 2 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.5 (#21) |
| Compliance | eMoney states that it conducts an annual SOC 2 audit of the company and its datacenters. | Sentir states that each AI output is cited and logged, and that existing Salesforce permissions are enforced before AI accesses information. |
| Founded | 2000 | 2013 |
| Headquarters | Radnor, Pennsylvania, United States | Chicago, Illinois, United States |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts. |
| 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. | Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center. |
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.