TrustRadius

eMoney Advisor vs. Wealthbrain

Overview
ProductRatingMost Used ByProduct SummaryStarting 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
Wealthbrain
Score 0.0 out of 10
N/A
Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments of the wealth management sector. Wealth Management Companies Wealth Managers Independent Financial Advisors Family…N/A
Pricing
eMoney AdvisorWealthbrain
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
eMoney AdvisorWealthbrain
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
eMoney AdvisorWealthbrain
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
eMoney AdvisorWealthbrain
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
Wealthbrain
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
Wealthbrain
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
Wealthbrain
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
Wealthbrain
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
Wealthbrain
No answers on this topic
ScreenShots