eMoney Advisor
6.5#6 in wealth managementAndroidiOSWebAPI
VisiteMoney Advisor vs FundCount
What both publish
| Fact | eMoney Advisor | FundCount |
|---|---|---|
| Founded | 2000 | 1999 |
| Headquarters | Radnor, Pennsylvania, United States | Barbados |
| Product | eMoney is a financial planning platform built for financial advisors to deepen client engagement and support planning from goal conversations through advanced cash flow analysis. | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
eMoney Advisor plans
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
FundCount plans
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Shadow Hedge Fund$35,899 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
Pick eMoney Advisor if…
eMoney Advisor suits financial advisors and organizations such as banks, broker-dealers and registered investment advisors. It may fit teams seeking goal or cash-flow planning alongside client portals and integrations.
Pick FundCount if…
FundCount is aimed at family offices, fund administrators, hedge funds, and private equity firms. Its accounting and reporting features suit organizations handling multiple asset classes or partnership structures.