CapIntel vs. eMoney Advisor

CapIntel

CapIntel

1 Reviews and Ratings

eMoney Advisor

eMoney Advisor

9 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CapIntel	Score 7.0 out of 10	N/A	CapIntel is an investment sales platform used by financial advisors and asset management sales teams in North America. CapIntel's platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients.	$89 per month per user
eMoney Advisor	Score 9.9 out of 10	N/A	eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.	N/A

Pricing

CapIntel

eMoney Advisor

Editions & Modules

Individual: $89
per month per user
Enterprise: $155
per month per user
Asset Managers: $255
per month per user

No answers on this topic

Offerings

Pricing Offerings
CapIntel	eMoney Advisor
Free Trial
No	No
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

—

—

More Pricing Information

User Ratings
	CapIntel	eMoney Advisor
Likelihood to Recommend	- (0 ratings)	10.0 (1 ratings)

User Testimonials
	CapIntel	eMoney Advisor
Likelihood to Recommend	Capintel No answers on this topic	eMoney Advisor Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details. Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review
Pros	Capintel No answers on this topic	eMoney Advisor Account Aggregation Investment Goals Social Security Analyzer Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review
Cons	Capintel No answers on this topic	eMoney Advisor More concise reports Better account aggregation software Better communication with staff on updates Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review
Alternatives Considered	Capintel No answers on this topic	eMoney Advisor Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review
Return on Investment	Capintel No answers on this topic	eMoney Advisor Client referrals Clients willing to invest new money Stronger bond between client and firm Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review
ScreenShots	CapIntel Screenshots