TrustRadius

eMoney Advisor vs. Navexa

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Navexa
Score 0.0 out of 10
N/A
Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey. The web and mobile-based platform integrates with both stock broker and crypto exchange accounts to provide comprehensive, detailed portfolio performance tracking. Navexa's performance calculation engine shows users their simple and CAGR returns, and breaks performance down by capital gains, dividend income and currency gain at both the portfolio and…
$0
Pricing
eMoney AdvisorNavexa
Editions & Modules
No answers on this topic
Free
$0
Standard
$12
per month
Plus
$15
per month
Offerings
Pricing Offerings
eMoney AdvisorNavexa
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
eMoney AdvisorNavexa
Considered Both Products
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 …
Navexa

No answer on this topic

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

Navexa Screenshots

Screenshot of Portfolio overviewScreenshot of Holding screenScreenshot of Portfolio contributions screenScreenshot of Capital gains tax toolScreenshot of Taxable income tool