TrustRadius

eMoney Advisor vs. Moneytree Advise

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
Moneytree Advise
Score 0.0 out of 10
N/A
Moneytree Advise is presented as a solution for busy planners. Advise is designed to allow users to spend more time with clients and less time creating financial plans through navigation and clear reports, with instant, side-by-side scenario comparisons that allow for rich client interaction.N/A
Pricing
eMoney AdvisorMoneytree Advise
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
eMoney AdvisorMoneytree Advise
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—Pricing is per advisor. Some discounts may apply for IBDs.
More Pricing Information
Community Pulse
eMoney AdvisorMoneytree Advise
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 …
Moneytree Advise

No answer on this topic

User Ratings
eMoney AdvisorMoneytree Advise
Likelihood to Recommend
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
eMoney AdvisorMoneytree Advise
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

Moneytree Advise Screenshots

Screenshot of Easily Illustrate Retirement ScenariosScreenshot of Onboard Clients Easily