TrustRadius: an HG Insights company

Data Central vs. eMoney Advisor

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Data Central

    Score8 out of 10
    N/AN/AN/A

    eMoney Advisor

    Score10 out of 10
    N/AeMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.N/A
    Pricing
    Data CentraleMoney Advisor
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Data CentraleMoney 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
    Data CentraleMoney Advisor
    Likelihood to Recommend
    8.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Data CentraleMoney Advisor
    Likelihood to Recommend
    April Software
    Well suited: 1. We use Data Central to run queries & fetch data. 2. It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs. 3. Its so customizable as we can fetch the data through query for a particular, day, week, month, year. Least Suited: 1. Its very complicated for new users. 2. Data integration with multiple tables is a challenging during any launches. 3. Implementation is very time consuming since it involves large amount of data. 4. The output from the query is stored for maximum of 1 year & can't be retained for more than a year.
    Incentivized
    Read full review
    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
    Read full review
    Pros
    April Software
    • We use Data Central to run queries & fetch data.
    • It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
    • Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
    Incentivized
    Read full review
    eMoney Advisor
    • Account Aggregation
    • Investment Goals
    • Social Security Analyzer
    Incentivized
    Read full review
    Cons
    April Software
    • Its very complicated for new users
    • Data integration with multiple tables is a challenging during any launches
    • Implementation is very time consuming since it involves large amount of data
    • The output from the query is stored for maximum of 1 year & can't be retained for more than a year
    Incentivized
    Read full review
    eMoney Advisor
    • More concise reports
    • Better account aggregation software
    • Better communication with staff on updates
    Incentivized
    Read full review
    Alternatives Considered
    April Software
    Haven't tried any alternatives to Data Central as what we were looking for was very unique & customizable solutions. So, we went ahead with Data Central only. As we were able to scale our operations & appplications through it.We use Data Central to run queries & fetch data. It's so customizable as we can fetch the data through query for a particular, day, week, month, year.
    Incentivized
    Read full review
    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
    Read full review
    Return on Investment
    April Software
    • We use Data Central to run queries & fetch data.
    • It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
    • Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
    • Data integration with multiple tables is a challenging during any launches
    • The output from the query is stored for maximum of 1 year & can't be retained for more than a year
    Incentivized
    Read full review
    eMoney Advisor
    • Client referrals
    • Clients willing to invest new money
    • Stronger bond between client and firm
    Incentivized
    Read full review
    ScreenShots