eMoney Advisor vs. Navexa

eMoney Advisor

eMoney Advisor

9 Reviews and Ratings

Navexa

Navexa

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting 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
Navexa	Score 0.0 out of 10	N/A	Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey. The web and mobile-based platform integrates with both stock broker and crypto exchange accounts to provide comprehensive, detailed portfolio performance tracking. Navexa's performance calculation engine shows users their simple and CAGR returns, and breaks performance down by capital gains, dividend income and currency gain at both the portfolio and…	$12 per month

Pricing

eMoney Advisor

Navexa

Editions & Modules

No answers on this topic

Free: $0
Standard: $12
per month
Plus: $15
per month

Offerings

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

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

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

User Testimonials
	eMoney Advisor	Navexa
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. Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review	Navexa No answers on this topic
Pros	eMoney Advisor Account Aggregation Investment Goals Social Security Analyzer Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review	Navexa No answers on this topic
Cons	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	Navexa 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 Incentivized RB Richard Blair CIO (Chief Investments Officer) Read full review	Navexa No answers on this topic
Return on Investment	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	Navexa No answers on this topic
ScreenShots		Navexa Screenshots