eMoney Advisor vs RazorPlan
eMoney Advisor
emoneyadvisor.comRazorPlan
razorplan.comSide by side
| Figure | eMoney Advisor | RazorPlan |
|---|---|---|
| Price from | — | $62.08/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 7 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.6 (#17) |
| Founded | 2000 | 2011 |
| Headquarters | Radnor, Pennsylvania, United States | Toronto, Ontario, Canada |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords. |
| Intended users | eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors. | The home page describes RazorPlan as serving insurance advisors, investment advisors, and financial planners. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | The privacy policy says RazorPlan uses administrative, technical, and physical safeguards, encrypts information transmission using SSL, and restricts access to authorized personnel and service providers. |
| 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. | The company directs existing account support requests to [email protected]. |
Plans
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
RazorPlan
- RazorPlan$69 a month
- RazorPlan Advanced$99 a month
- RazorPlan Decumulation$149 a month
- RazorPlan$745 a year
- RazorPlan Advanced$1,070 a year
- RazorPlan Decumulation$1,610 a year
- RazorPlan EnterprisePriced 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.