eMoney Advisor
eMoney Advisor: A broad planning suite for advisory firms that need client collaboration and analysis. Ranked #2 of 34 in Financial Planning Software by our editors (9.3/10); pricing: Pricing on request; best for full-service advisory firms.
At a glance
- Editor score9.3 / 10
- PricingPricing on request
- Best forFull-service advisory firms
- Scenario analysisYes
- Founded2000 · Radnor, Pennsylvania, United States
- Facts checked20 Sep 2026
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
Our verdict on eMoney Advisor
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 analysis, insurance and investment planning, account aggregation, reporting, and client collaboration. Clients can use the Client Portal to view finances, access budgeting tools, store documents, and track progress toward goals. The platform is available on web, iOS, Android, and through an API.
Pricing is organized into Plus, Pro, and Premier packages, with pricing varying by organization and requiring a sales contact. Plus includes goals-based planning, Client Portal access, account aggregation, spending and budgeting tools, secure file sharing and storage, and business analytics. Pro adds cash-flow planning, Needs Analysis, Decision Center, Plan Comparisons, and CoPlanner. Premier combines goals-based and cash-flow planning with a Premium Client Portal, CoPlanner, account aggregation, spending and budgeting tools, and business analytics. Firms should compare package capabilities against their planning workflow before selecting a tier.
Its ecosystem is a significant part of the offering. The listed integrations include Addepar, AdvicePay, Advyzon, Albridge, Black Diamond, Box, Dropbox, Envestnet, Fidelity, Morningstar, Orion, Redtail, Schwab, Wealthbox, and YCharts. CoPlanner provides automated planning insights, while Needs Analysis addresses retirement, education, and life insurance goals. eMoney Advisor suits firms seeking one broad environment for planning, analysis, reporting, and client interaction. Teams focused on a single planning function or seeking transparent self-serve pricing may prefer a narrower or more directly priced alternative.
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eMoney Advisor pricing
All 3 eMoney Advisor plans and prices →
eMoney Advisor fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Integrations | 15 integrations: Addepar, AdvicePay, Advyzon, Albridge, Black Diamond, Box … |
| Pricing | Pricing on request |
| Website | emoneyadvisor.com |
| Facts checked | 20 Sep 2026 |
eMoney Advisor integrations
eMoney Advisor lists 15 integrations on its own site.
- Addepar
- AdvicePay
- Advyzon
- Albridge
- Black Diamond
- Box
- Dropbox
- Envestnet
- Fidelity
- Morningstar
- Orion
- Redtail
- Schwab
- Wealthbox
- YCharts
Alternatives to eMoney Advisor
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
- XplanA broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.9.1
See all eMoney Advisor alternatives →
eMoney Advisor vs the competition
- eMoney Advisor vs RightCapital
- eMoney Advisor vs MoneyGuide
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- eMoney Advisor vs NaviPlan
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- eMoney Advisor vs Dynamic Planner
Compare eMoney Advisor with any tool side by side →
Also Ranked In
eMoney Advisor is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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