FactSet vs. eMoney Comparison


FactSet FactSet Research Systems 4.0 out of 5 stars	eMoney eMoney Advisor
Learn More about FactSet Update Features for FactSet	Learn More about eMoney Update Features for eMoney	Add To Compare	Add To Compare

FactSet	eMoney
		Related Products QUODD Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale 5.0 out of 5 stars 1 Rating Visit Website for QUODD ChatD&B ChatD&B by Dun & Bradstreet is an AI-powered conversational platform that helps you quickly access, analyze, and act on company data through a simple chat interface. Users can obtain firmographics, financial details, risk indicators, and other insights by typing natural language queries, saving time and improving decision-making accuracy. The platform leverages Dun & Bradstreet’s Data Cloud to provide real-time, up-to-date company information. It also tracks data sources and allows users to reference previous queries for compliance and verification. ChatD&B supports customer service by answering questions about Dun & Bradstreet’s products and services. Overall, it streamlines business research and boosts productivity through an intuitive, conversational experience. Visit Website for ChatD&B D&B Credit Insights D&B Credit Insights helps small business owners monitor and understand their business credit profiles with real-time alerts on changes to scores and ratings. The platform provides unlimited access to key credit scores like PAYDEX®, Delinquency, and Supplier Evaluation Risk, helping you spot potential risks quickly. By tracking legal events such as liens and judgments, it keeps you informed of factors that may affect your creditworthiness. D&B Credit Insights offers benchmarking against industry standards, allowing you to set realistic credit goals and make informed financial decisions. The service integrates business banking data and provides detailed payment histories to improve transparency. Overall, it empowers businesses to strengthen their credit standing and plan confidently for future growth. D&B Credit Insights is available in three tiers: Free, Basic, and Plus. • Credit Insights Free • Credit Insights Basic • Credit Insights Plus 4.2 out of 5 stars 70 Ratings Visit Website for D&B Credit Insights Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 4.8 out of 5 stars 6 Ratings Visit Website for Banker's Dashboard NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website for NaviPlan ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight DXcharts DXcharts is a white-label financial charting library. With 1-day integration, impressive native mobile apps, and an optional data feed, Devexperts has created a charting solution that sets new standards in performance. Freedom to choose with 4 tailored options: - Free white-label open source charting library (DXcharts Lite) - DXcharts financial charting library: a white-label charting library with trading functionality - DXcharts widget: a quick and easy tool for websites and blogs - DXcharts source code for full ownership of the product Why choose DXcharts? - Fully customizable to match your brand: adjust colors, fonts, icons, and layouts effortlessly - Access over 100 indicators, 48 drawing tools, and features like trading and news monitoring—all within the chart - Designed for all devices with seamless mobile-friendly compatibility - Explore DXcharts with a free trial - Delivered ready with dxFeed, but you can also integrate any other market data source 5.0 out of 5 stars 28 Ratings Visit Website for DXcharts Portfolio Manager Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use cloud-based solution for centralized tracking and reporting of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Bulk data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The custom report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. 5.0 out of 5 stars 3 Ratings Visit Website for Portfolio Manager Compute with Hivenet Hivenet Compute gives you on-demand RTX 5090 and RTX Pro 6000 GPUs, plus vCPU instances, billed per second while they run. Hivenet owns and operates the infrastructure, with data centres in France, the UAE and the US, so EU teams can keep workloads and data in Europe. Use it for training and fine-tuning, inference, notebooks, rendering and batch jobs. Launch from ready-made templates in a few minutes, or automate everything through the public Compute API. If you'd rather not run the serving layer yourself, the Inference API gives you an OpenAI-compatible endpoint. Teams get organisations with role-based access, prepaid credits, and S3-compatible object storage alongside hivenet compute. 5.0 out of 5 stars 4 Ratings Visit Website for Compute with Hivenet
FactSet: About We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.	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.
FactSet: 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
FactSet: Audience Investment professionals	eMoney: Audience Financial advisors that need a CRM solution to improve and manage all their operations
FactSet: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	eMoney: Support Phone Support Supported 24/7 Live Support Supported Online Supported
FactSet: API Offers API Not Supported	eMoney: API Offers API Not Supported
FactSet: Screenshots and Videos View more images or videos	eMoney: Screenshots and Videos View more images or videos
FactSet: Pricing Contact FactSet Research Systems for pricing Free Version Not Supported Free Trial Not Supported	eMoney: Pricing No information available. Free Version Not Supported Free Trial Supported
FactSet: Reviews/Ratings Overall 4.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	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
FactSet: Pros & Cons from Real Users Pros Comprehensive research platform for public and private markets data and research, similar to Capital IQ and the Bloomberg terminal, with capabilities and functionality. Cons Not a lot of disadvantages with FactSet, like most platforms with financial data, can be fairly pricey. Not a better platform than Capital IQ, which is the direct competitor for FactSet.
FactSet: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	eMoney: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
FactSet: Company Information FactSet Research Systems United States www.factset.com	eMoney: Company Information eMoney Advisor Founded: 2001 United States www.emoneyadvisor.com
FactSet: Alternatives Macabacus	eMoney: Alternatives Yodlee
FactSet: Bloomberg Terminal Bloomberg	eMoney: FP Alpha
FactSet: Eikon LSEG Data & Analytics	eMoney: Holistiplan
FactSet: Bipsync	eMoney: Investment Metrics
FactSet: Sentieo View All	eMoney: MoneyGuide Envestnet View All
FactSet: Categories Financial Research Supported Hedge Fund Supported Investment Management Supported Research Management Supported Wealth Management Supported	eMoney: Categories Financial Analytics Supported Investment Management Supported Wealth Management Supported
FactSet: Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Not Supported Risk Management Supported	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
FactSet: Integrations ANALEC Resonate Supported AWS Data Exchange Supported Claude for Financial Services Supported CoinTracker Not Supported DataParser Supported Dynamo Software Supported Endex Supported Fintech Sandbox Supported Intapp DealCloud Supported Macrobond Supported Microsoft Power Query Supported MoneyGuide Not Supported Morningstar Advisor Workstation Not Supported Mosaic Supported Nitrogen Not Supported Orbit Supported Plus & Minus Not Supported SmartOffice Not Supported Tres Finance Not Supported Wealth.com Not Supported Show More Integrations View All 12 Integrations	eMoney: Integrations ANALEC Resonate Not Supported AWS Data Exchange Not Supported Claude for Financial Services Not Supported CoinTracker Supported DataParser Not Supported Dynamo Software Not Supported Endex Not Supported Fintech Sandbox Not Supported Intapp DealCloud Not Supported Macrobond Not Supported Microsoft Power Query Not Supported MoneyGuide Supported Morningstar Advisor Workstation Supported Mosaic Not Supported Nitrogen Supported Orbit Not Supported Plus & Minus Supported SmartOffice Supported Tres Finance Supported Wealth.com Supported Show More Integrations View All 8 Integrations
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