How much does eMoney pro cost?
At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.
How much does eMoney cost per month?
For instance, while financial planning software is typically an “overhead cost to be managed”, MoneyGuidePro costs about $100 a month while eMoney Advisor costs over $300 a month. Both are good financial planning software packages, but what eMoney Advisor does have, that MoneyGuidePro does not, is its client portal.
What companies use eMoney?
eMoney software is part of integrated technology solutions offered by Schwab Advisor Services, TD Ameritrade Institutional and Pershing (under The Bank of New York Mellon Corporation).