eMoney Advisor vs Orion Planning

eMoney Advisor9.3Visit Orion Planning8.9Visit

Higher score eMoney Advisor #2 in Financial Planning Software 9.3/10 Pricing on request ✓ 7 of 7 features Visit eMoney Advisor

vs

Orion Planning #6 in Financial Planning Software 8.9/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

• eMoney Advisor fits best

  Full-service advisory firms

• Orion Planning fits best

  Orion-integrated wealth management teams

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Side by side

Feature	eMoney Advisor 9.3/10 Visit ↗	Orion Planning 8.9/10 Visit ↗
At a glance
Editor score	9.3	8.9
Ranking	#2 in Financial Planning Software	#6 in Financial Planning Software
Best for	Full-service advisory firms	Orion-integrated wealth management teams
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Integrations	15 integrations	7 integrations
Features eMoney Advisor 7/7 · Orion Planning 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	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports
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	Pricing requires a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms
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 →	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… 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

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• eMoney Advisor9.3/10 · Pricing on request

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

  Visit eMoney AdvisorFull verdict →
• Orion Planning8.9/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →