eMoney

eMoney

eMoney Advisor
FP Alpha eMoney

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FP Alpha:

About

FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
eMoney:

About

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
FP Alpha:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
eMoney:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
FP Alpha:

Audience

Financial-advisory firms and wealth-management professionals searching for a tool to deliver holistic, document-driven planning across tax, estate and insurance domains and scale advisory services
eMoney:

Audience

Financial advisors that need a CRM solution to improve and manage all their operations
FP Alpha:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
eMoney:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
FP Alpha:

API

Offers API Supported
eMoney:

API

Offers API Not Supported
FP Alpha:

Screenshots and Videos

eMoney:

Screenshots and Videos

FP Alpha:

Pricing

$1,125 per month
Free Version Not Supported
Free Trial Not Supported
eMoney:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
FP Alpha:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
eMoney:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
FP Alpha:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
eMoney:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
FP Alpha:

Company Information

FP Alpha
Founded: 2018
United States
fpalpha.com
eMoney:

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
FP Alpha:

Alternatives

eMoney:

Alternatives

FP Alpha:
eMoney:
FP Alpha:
eMoney:
FP Alpha:
Wealth Docx

Wealth Docx

WealthCounsel
eMoney:
FP Alpha:
eMoney:
MoneyGuide

MoneyGuide

Envestnet
FP Alpha:

Categories

Estate Planning Supported
Tax Planning Supported
eMoney:

Categories

eMoney:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
FP Alpha:

Integrations

MoneyGuide Supported
Nitrogen Supported
CoinTracker Not Supported
Morningstar Advisor Workstation Not Supported
Orion Supported
Plus & Minus Not Supported
PreciseFP Supported
Redtail CRM Supported
Salesforce Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported
Wealthbox Supported
eMoney:

Integrations

MoneyGuide Supported
Nitrogen Supported
CoinTracker Supported
Morningstar Advisor Workstation Supported
Orion Not Supported
Plus & Minus Supported
PreciseFP Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Wealthbox Not Supported
FP Alpha:
Claim FP Alpha and update features and information
Claim FP Alpha and update features and information
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information