eMoney Advisor vs. Nitrogen Growth Platform

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

From experience, be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifes you for free licenses. In my opinion, I woudn't say we were scammed but were sold on this fact, and they over subscribed us licenses includding one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300 per month for licenses. Their remedy was for us to sign a new 12 month agreement, and they dropped the Autopilot license. Since the CEO has left this year, the name and sadly the company has changed.

• Account Aggregation
• Investment Goals
• Social Security Analyzer

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• More concise reports
• Better account aggregation software
• Better communication with staff on updates

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• More ethical sales team
• Autopilot trading license is way overpriced
• trading software slow upload times

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance

• Client referrals
• Clients willing to invest new money
• Stronger bond between client and firm

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Has greatly assisted in the risk questionnaire area