Orion is a powerful project management software with advanced features for team collaboration and task tracking.
$25/month
Best eMoney Advisor Alternatives ranked by AI · updated May 2025
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eMoney Advisor offers a robust financial planning platform with features for advisors and clients to collaborate on financial goals.
Price: Contact for pricing
Top 6 eMoney Advisor alternatives
Money Guide Pro is a comprehensive financial planning software designed for financial advisors to create customized retirement plans for clients.
Contact for pricing
emX is a comprehensive software solution for financial advisors.
Contact for pricing
Riskalyze is a risk assessment and portfolio construction platform designed to empower financial advisors to create investment portfolios that align with clients'...
Contact for pricing
Morningstar Office is a comprehensive practice management platform designed for financial advisors to manage their client relationships, portfolios, and more.
Custom pricing based on requirements
Croesus Advisor is wealth-management software for financial advisors, portfolio managers, and investment firms. It combines portfolio administration, client information, reporting, and advisor...
Pros
- Strong fit for Canadian financial institutions and advisor practices
- Combines portfolio administration with client and workflow management
- Supports advisor reporting and consolidated views across accounts
Cons
- Pricing and packaging are less transparent than subscription-first competitors
- May require more implementation effort than smaller advisor platforms
- International ecosystem is narrower than Orion or eMoney
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