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.
Pigment
Pigment is a business planning platform that helps you navigate uncertainty and make confident decisions by connecting your data, people, and processes in one real-time collaborative workspace.
Quick Comparison
| Feature | eMoney Advisor | Pigment |
|---|---|---|
| Website | emoneyadvisor.com | pigment.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 | 2019 |
| Headquarters | Radnor, USA | Paris, France |
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.
Pigment
Pigment is a modern business planning platform designed to replace rigid spreadsheets with a flexible, multidimensional workspace. You can integrate data from your entire tech stack—including ERP, CRM, and HRIS systems—to create a single source of truth for your organization. This allows you to build complex financial models, perform what-if analysis, and run multiple scenarios in seconds rather than days.
You can empower your teams to collaborate across departments like Finance, Sales, and HR without worrying about broken formulas or version control issues. The platform scales easily as your company grows, providing the security and governance required by large enterprises while maintaining the agility of a startup. It is particularly effective for high-growth companies that need to move away from manual planning processes.
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.
Pigment Features
- Multidimensional Modeling. Build complex business models with ease using a flexible engine that handles multiple dimensions without the limitations of traditional spreadsheets.
- Scenario Planning. Run unlimited what-if scenarios instantly to see how different decisions impact your bottom line and long-term strategic goals.
- Real-Time Data Sync. Connect your ERP, CRM, and HR tools to ensure your plans always reflect the most current data across your entire organization.
- Automated Reporting. Create beautiful, automated executive dashboards and board decks that update automatically as your underlying business data changes.
- Collaborative Workflows. Tag teammates, assign tasks, and manage approvals directly within your models to streamline your annual budgeting and quarterly forecasting.
- Granular Permissions. Control exactly who can see and edit sensitive data with robust access management tools designed for enterprise-level security.
Pricing Comparison
eMoney Advisor Pricing
Pigment 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
Pigment
Pros
- Extremely flexible modeling engine outperforms traditional spreadsheets
- Intuitive interface makes it easy for non-technical users
- Excellent customer success team provides hands-on implementation support
- Powerful version control prevents errors and data loss
- Fast calculation speeds even with very large datasets
Cons
- Initial implementation requires significant time and resource investment
- Learning curve for mastering the proprietary formula language
- Pricing is premium and geared toward larger organizations