eMoney Advisor vs Snap Projections
eMoney Advisor
emoneyadvisor.comSnap Projections
snapprojections.comSide by side
| Figure | eMoney Advisor | Snap Projections |
|---|---|---|
| Price from | — | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 4 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.7 (#14) |
| Founded | 2000 | 2014 |
| 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 support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Intended users | eMoney describes its platform as built for financial advisors and says it serves banks, broker-dealers, and registered investment advisors. | The terms say the services are for licensed financial advisors, insurance advisors, portfolio managers, financial planners, and/or accountants, and are not intended for consumer personal use. |
| 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 terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and 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. | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. |
Plans
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor 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.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.