TrustRadius

eMoney Advisor vs. Urebal by SoftPak

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
Urebal by SoftPak
Score 0.0 out of 10
N/A
Urebal by SoftPak, is a Universal Rebalancer, with an investment modeling and rebalancing tool designed to close the gap between the ease of use associated with rule-driven rebalancing systems and investment risk-based, multi-factor optimizers, offering advisors a truly workable middle ground. Key Features Modeling: Create, edit, and maintain security-based or attribute-based models with up…N/A
Pricing
eMoney AdvisorUrebal by SoftPak
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
eMoney AdvisorUrebal by SoftPak
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 AdvisorUrebal by SoftPak
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
eMoney AdvisorUrebal by SoftPak
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
SoftPak Financial Systems, Inc
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
SoftPak Financial Systems, Inc
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
SoftPak Financial Systems, Inc
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
SoftPak Financial Systems, Inc
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
SoftPak Financial Systems, Inc
No answers on this topic
ScreenShots

Urebal by SoftPak Screenshots

Screenshot of the Urebal dashboard. Whether a company manages institutional assets, individual wealth, or a combination of the two, the cloud-based solution optimizes portfolio management, order creation, and trading workflows.