Plus
Priced on request
Goals-based planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Checked 3 Oct 2026
Plans and prices
eMoney Advisor pricing
Premier
Priced on request
Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Checked 3 Oct 2026
Pro
Priced on request
Cash flow planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Checked 3 Oct 2026