eMoney Advisor vs. Portseido

eMoney Advisor

9 Reviews and Ratings

Portseido

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
eMoney Advisor	Score 9.8 out of 10	N/A	eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.	N/A
Portseido	Score 0.0 out of 10	N/A	With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio…	$0 per month per user

Pricing

eMoney Advisor

Portseido

Editions & Modules

No answers on this topic

Free: $0
per month per user
Plus Monthly: $10
per month per user
Pro Monthly: $15
per month per user
Plus Annual: $96
per year per user
Pro Annual: $144
per year per user

Offerings

Pricing Offerings
eMoney Advisor	Portseido
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	Portseido
Likelihood to Recommend	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	eMoney Advisor	Portseido
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	Portseido 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	Portseido 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	Portseido 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	Portseido 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	Portseido No answers on this topic
ScreenShots		Portseido Screenshots