TrustRadius

CapIntel vs. eMoney Advisor

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CapIntel
Score 7.0 out of 10
N/A
CapIntel is an investment sales platform used by financial advisors and asset management sales teams in North America. CapIntel's platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients.
$89
per month per user
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
Pricing
CapInteleMoney Advisor
Editions & Modules
Individual
$89
per month per user
Enterprise
$155
per month per user
Asset Managers
$255
per month per user
No answers on this topic
Offerings
Pricing Offerings
CapInteleMoney Advisor
Free Trial
NoNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
CapInteleMoney Advisor
Considered Both Products
CapIntel

No answer on this topic

eMoney Advisor
RB
Richard Blair
CIO (Chief Investments Officer)
Chose 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 …
User Ratings
CapInteleMoney Advisor
Likelihood to Recommend
-
(0 ratings)
10.0
(0 ratings)
User Testimonials
CapInteleMoney Advisor
Likelihood to Recommend
No answers on this topic
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
Pros
No answers on this topic
  • Account Aggregation
  • Investment Goals
  • Social Security Analyzer
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Cons
No answers on this topic
  • More concise reports
  • Better account aggregation software
  • Better communication with staff on updates
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Alternatives Considered
No answers on this topic
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
Return on Investment
No answers on this topic
  • Client referrals
  • Clients willing to invest new money
  • Stronger bond between client and firm
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
ScreenShots

CapIntel Screenshots

Screenshot of CapIntel