TrustRadius

Conquest Planning vs. eMoney Advisor

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conquest Planning
Score 0.0 out of 10
N/A
Conquest Planning's technology delivers prioritized financial strategies to consumers and financial advisors. Its what-if analyses can stress test a plan and discover strategies that address client concerns, or simulate changes in the market and discuss solutions that mitigate financial risk.N/A
eMoney Advisor
Score 10.0 out of 10
N/A
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.N/A
Pricing
Conquest PlanningeMoney Advisor
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Conquest PlanningeMoney Advisor
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
Conquest PlanningeMoney Advisor
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Conquest PlanningeMoney Advisor
Likelihood to Recommend
Conquest Planning, Inc
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.
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Pros
Conquest Planning, Inc
No answers on this topic
eMoney Advisor
  • Account Aggregation
  • Investment Goals
  • Social Security Analyzer
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Cons
Conquest Planning, Inc
No answers on this topic
eMoney Advisor
  • More concise reports
  • Better account aggregation software
  • Better communication with staff on updates
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Alternatives Considered
Conquest Planning, Inc
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
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Return on Investment
Conquest Planning, Inc
No answers on this topic
eMoney Advisor
  • Client referrals
  • Clients willing to invest new money
  • Stronger bond between client and firm
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
ScreenShots