eMoney Advisor vs Conquest

eMoney Advisor—Visit Conquest7.6Visit

eMoney Advisor #2 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit eMoney Advisor

vs

Higher score Conquest #8 in Financial Planning Software 7.6/10 Pricing on request · 14-day trial ✓ 7 of 7 features Visit Conquest

• eMoney Advisor fits best

  Full-service advisory firms

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	eMoney Advisor —/10 Visit ↗	Conquest 7.6/10 Visit ↗
At a glance
Editor score	—	7.6
Ranking	#2 in Financial Planning Software	#8 in Financial Planning Software
Best for	Full-service advisory firms	Enterprise firms needing auditable planning
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	—
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Integrations	15 integrations	3 integrations
Features eMoney Advisor 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers goals, cash flow, tax, insurance, investment, and scenario planning Client Portal supports aggregation, budgeting, document storage, and goal tracking Web, mobile, API access, and 15 listed third-party integrations	Holistic planning spans retirement, tax, insurance, estate and business needs Ranks strategies with a deterministic engine and AI expert system Adds APIs, client collaboration, analytics and compliance trails
Cons	Pricing varies by organization and requires contacting sales Capabilities differ across Plus, Pro, and Premier packages Broad coverage may be more than narrow-scope planning teams need	Enterprise pricing is custom and scoped to the firm Independent-advisor self-serve access is waitlist-based and coming soon Its broad enterprise feature set may exceed smaller firms' needs
Our verdict	eMoney Advisor is financial planning software for financial advisors, banks, broker-dealers, and registered investment advisors. Its coverage spans goals-based and cash-flow planning, tax calculations, scenario analysis, Monte Carlo… Read the review →	Conquest is financial planning software for financial institutions, wealth management firms, independent advisors, broker-dealers, banks, credit unions, insurers and pension providers. Its Strategic Advice Manager combines a deterministic… Read the review →

Strengths and trade-offs

• eMoney Advisor — where it wins

  • Covers goals, cash flow, tax, insurance, investment, and scenario planning
  • Client Portal supports aggregation, budgeting, document storage, and goal tracking
  • Web, mobile, API access, and 15 listed third-party integrations

  Where it doesn't

  • Pricing varies by organization and requires contacting sales
  • Capabilities differ across Plus, Pro, and Premier packages
  • Broad coverage may be more than narrow-scope planning teams need

• Conquest — where it wins

  • Holistic planning spans retirement, tax, insurance, estate and business needs
  • Ranks strategies with a deterministic engine and AI expert system
  • Adds APIs, client collaboration, analytics and compliance trails

  Where it doesn't

  • Enterprise pricing is custom and scoped to the firm
  • Independent-advisor self-serve access is waitlist-based and coming soon
  • Its broad enterprise feature set may exceed smaller firms' needs

• eMoney Advisor—/10 · Pricing on request

  A broad planning suite for advisory firms that need client collaboration and analysis.

  Visit eMoney AdvisorFull verdict →
• Conquest7.6/10 · Pricing on request · 14-day trial

  Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.

  Visit ConquestFull verdict →