eMoney Advisor
eMoney Advisor provides comprehensive financial planning software that helps financial professionals build deeper client relationships through interactive wealth management, detailed cash flow analysis, and secure client portal technology.
InvestCloud
InvestCloud provides a cloud-native financial platform that helps you digitize wealth management operations through modular apps for client communication, planning, and personalized portfolio management across the entire investment lifecycle.
Quick Comparison
| Feature | eMoney Advisor | InvestCloud |
|---|---|---|
| Website | emoneyadvisor.com | investcloud.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2000 | 2010 |
| Headquarters | Radnor, USA | West Hollywood, USA |
Overview
eMoney Advisor
eMoney Advisor is a financial planning platform designed to help you deliver a collaborative and transparent experience to your clients. You can move beyond static reports by using interactive tools that visualize a client's entire financial life, from immediate cash flow to long-term estate goals. The platform focuses on 'planning-led' growth, allowing you to scale your firm by offering different levels of service, from self-directed digital planning to complex, high-net-worth strategies.
You can streamline your back-office operations by aggregating client accounts in one place and using the secure digital vault for document storage. The software is built for financial advisors, wealth managers, and large enterprises who want to increase client retention through better engagement. By providing a real-time view of their financial progress, you help clients stay connected to their goals and your advice.
InvestCloud
InvestCloud is a modular platform designed to transform how you handle wealth management and investment operations. Instead of dealing with fragmented legacy systems, you can access a library of over 300 specialized apps to build a custom digital experience for your clients and advisors. You can manage everything from initial digital onboarding and financial planning to complex portfolio accounting and performance reporting within a single unified ecosystem.
The platform focuses on helping you scale your business by automating back-office tasks and enhancing client engagement through intuitive digital portals. Whether you are an independent advisor or a global institutional bank, you can select specific functional modules to solve immediate bottlenecks or deploy the full suite for a complete digital transformation of your financial services delivery.
Overview
eMoney Advisor Features
- Interactive Cash Flow Model complex 'what-if' scenarios in real-time to show clients how today's decisions impact their long-term financial health.
- Client Portal Provide your clients with a branded, private dashboard where they can track their net worth and spending 24/7.
- Automated Data Aggregation Connect thousands of financial institutions to automatically pull in held-away account balances for a complete financial picture.
- Digital Vault Store and share sensitive documents securely with your clients using an encrypted online filing cabinet accessible from anywhere.
- Advanced Estate Planning Visualize complex estate distributions and tax implications using flowcharts that make sophisticated strategies easy for clients to understand.
- Lead Capture Tools Embed self-directed planning tools on your website to capture prospect data and start the planning conversation automatically.
InvestCloud Features
- Digital Onboarding. Streamline your client acquisition with automated document collection and digital signatures to get new accounts opened faster.
- Client Portals. Provide your clients with high-end mobile and web dashboards where they can track performance and interact with their portfolios.
- Financial Planning. Create interactive goals-based plans and stress-test scenarios to help your clients visualize their long-term financial future.
- Portfolio Accounting. Automate your back-office operations with real-time accounting, trade processing, and multi-currency support across all asset classes.
- Performance Reporting. Generate clear visual reports that show your clients exactly how their investments are performing against relevant benchmarks.
- Relationship Management. Track every client interaction and preference in a specialized CRM built specifically for the needs of wealth managers.
Pricing Comparison
eMoney Advisor Pricing
InvestCloud Pricing
Pros & Cons
eMoney Advisor
Pros
- Highly engaging client portal increases touchpoints
- Superior cash flow modeling for complex cases
- Robust document storage within the secure vault
- Strong integration ecosystem with major CRM tools
Cons
- Significant learning curve for new staff members
- Data aggregation feeds occasionally require manual refreshing
- Higher price point than basic planning alternatives
InvestCloud
Pros
- Highly customizable modular architecture fits unique workflows
- Modern and professional user interface for clients
- Consolidates multiple legacy systems into one platform
- Strong mobile capabilities for advisors on the go
Cons
- Implementation process can be lengthy and complex
- Significant learning curve due to vast feature set
- Customization options may require dedicated internal support