eMoney Advisor vs Worksorted
eMoney Advisor
emoneyadvisor.comWorksorted
worksorted.comSide by side
| Figure | eMoney Advisor | Worksorted |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 7.3 (#26) |
| Compliance | eMoney states that it conducts an annual SOC 2 audit of the company and its datacenters. | Compliance tools include an audit trail, service obligation tracking, renewal dates, consent records and electronic signing. |
| Headquarters | Radnor, Pennsylvania, United States | Adelaide, South Australia, Australia |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. |
| 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. | Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST. |
| Trial | eMoney offers a free trial through a request form that asks for business contact and company information. | The 14-day free trial includes full platform access, Australian support and training resources, and begins with a suggested 15-minute conversation with the team. |
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.
Worksorted
Worksorted brings client management, workflow, compliance, revenue and practice operations into one platform for Australian financial advice businesses. It is designed for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can manage repeatable work with jobs, tasks, checklists, templates and automated reminders. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payments, splits, reporting and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records and electronic signing. Reusable document templates can use stored client data. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit; an API can connect custom applications and internal systems. The Worksorted App provides access to jobs, clients and practice activity away from a desk. It runs on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.