Orion is a powerful project management software with advanced features for team collaboration and task tracking.
$25/month
Best eMoney Alternatives ranked by AI · updated Aug 2026
eMoney is financial planning software for advisors that combines account aggregation, planning models, client collaboration, and financial data management. It can incorporate insurance and protection planning into comprehensive household advice.
Top 6 eMoney alternatives
Wealthbox is a web-based CRM software designed for financial advisors with features like contact management, task management, and integrations with popular tools.
Starting at $35 per user per month
RightCapital is a comprehensive financial planning platform for advisors that models cash flow, retirement, estate planning, and insurance decisions. It helps advisors...
Pros
- Provides broader financial planning than Proformex
- Models insurance decisions alongside retirement and cash-flow plans
- Offers strong client-facing planning and collaboration features
Cons
- Less detailed for ongoing in-force policy administration
- Does not specialize in carrier data and policy alerts
- May be excessive for insurance-only practices
Broadridge Advisor Portal is a web-based workspace for financial advisors to access client, account, portfolio, and practice information connected to Broadridge wealth-management...
Pros
- Integrates with Broadridge's broader wealth-management and brokerage infrastructure
- Centralizes advisor access to operational and client information
- Suitable for enterprise broker-dealer and wealth-management environments
Cons
- Primarily targeted at enterprise institutions rather than independent advisors
- Pricing and implementation details are not publicly transparent
- User experience can depend heavily on the firm's Broadridge configuration
Atlas Planning is a digital financial-planning service for people who want structured guidance on savings, investments, retirement, and other long-term goals. It...
Pros
- More comprehensive than basic budgeting apps for long-term financial decisions
- Combines digital planning with professional guidance
- Covers multiple planning areas in one service
Cons
- Less transparent pricing than mainstream self-service planning tools
- Not as widely documented or integrated as established advisor platforms
- May be more suitable for guided planning than fully self-directed users
Proformex is a cloud platform for financial advisors and insurance professionals to organize, monitor, and analyze in-force life insurance policies. It centralizes...
Pros
- Built specifically for in-force life insurance portfolio management
- Automates policy monitoring and review workflows
- Provides centralized visibility across policies and clients
Cons
- Pricing is not publicly listed
- Narrower scope than full financial planning platforms
- Requires accurate policy data and carrier information to deliver useful analysis
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