eMoney Advisor
6.5#6 in wealth managementAndroidiOSWebAPI
VisiteMoney Advisor vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | eMoney Advisor | MoneyGuide |
|---|---|---|
| Founded | 2000 | 2000 |
| Headquarters | Radnor, Pennsylvania, United States | Powhatan, Virginia, United States |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
eMoney Advisor plans
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 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 MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.