TrustRadius

eMoney Advisor vs. Moneytree Plan

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Moneytree Plan
Score 0.0 out of 10
N/A
Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options.N/A
Pricing
eMoney AdvisorMoneytree Plan
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
eMoney AdvisorMoneytree Plan
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—Price per advisor. Some discounts may be available for IBDs.
More Pricing Information
User Ratings
eMoney AdvisorMoneytree Plan
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
eMoney AdvisorMoneytree Plan
Likelihood to Recommend
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
Moneytree Software
No answers on this topic
Pros
eMoney Advisor
  • Account Aggregation
  • Investment Goals
  • Social Security Analyzer
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Moneytree Software
No answers on this topic
Cons
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
Moneytree Software
No answers on this topic
Alternatives Considered
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
Moneytree Software
No answers on this topic
Return on Investment
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
Moneytree Software
No answers on this topic
ScreenShots