Side by side
AdvisorEngine CRM vs eMoney Advisor
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidAPIExtension+3
AdvisorEngine CRM brings client workflows, practice tools, and document storage together for advisory firms. Its listed price and three-user minimum are important considerations for smaller teams.
Visit AdvisorEngine CRM
Free trial AndroidAPIiPhone+1
Choose eMoney Advisor if your advisory practice needs a client portal, planning tools, and advisor support in one platform. Check the plan details before deciding: Plus and Pro each include only one of the two listed planning approaches, while Premier includes both; pricing also requires a request to eMoney.
Visit eMoney AdvisorThe facts
| AdvisorEngine CRM | eMoney Advisor | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | No | Not published |
| Runs on | Android, API, Extension, iPhone, Web, Windows | Android, API, iPhone, Web |
| Lowest paid plan | AdvisorEngine CRM: $69 a month | Free or on request |
| Plans published | 1 | 3 |
| Maker | Not published | Not published |
| Website | advisorengine.com | emoneyadvisor.com |
| On financial advisor software | #7 of 31 | #3 of 31 |
AdvisorEngine CRM: what it does well
- Unlimited document storage and file types
- Mobile access to alerts, records, and actions
- Supports compliance workflows and audit trails
- Includes migration, onboarding, and ongoing training
What to know first
- Three-user minimum
- Starts at $69/user/mo (annual)
eMoney Advisor: what it does well
- Planning spans cash flow, goals, tax, insurance, and investments.
- CoPlanner generates strategies from client facts for advisor review.
- Client Portal shares ongoing updates and documents with clients.
- Advisor licenses include daily live training webinars.
- Support is included with all products.
What to know first
- There is no free plan.
- Pricing requires contacting eMoney for an estimate.
- Goals-based and cash flow planning availability depends on the plan.
Alternatives to AdvisorEngine CRM Alternatives to eMoney Advisor The whole list