eMoney Advisor vs. Shrimpy

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

Shrimpy is a good visual aid but it lacks some key features, such as a mobile app.

Incentivized

• Account Aggregation
• Investment Goals
• Social Security Analyzer

Incentivized

• Connects accounts.
• Automate trading however i don't use this currently.
• Copy trades etc.

Incentivized

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

Incentivized

• No financial security.
• No mobile app (yet).

Incentivized

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

Shrimpy is simpler to use, and the portfolio rebalancing to adjust to market movements is its best asset. This was used for stocks and shares prior and works in a similar way with crypto. Not sure as to the long-term gains this will provide but the theory stacks up.

Incentivized

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

Incentivized

• Crypto has taken a hit so ROI is negative at the moment but it will go back up.

Incentivized