NaviPlan vs. eMoney Comparison


NaviPlan Advicent	eMoney eMoney Advisor
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NaviPlan		eMoney

NaviPlan: About 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.		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.
NaviPlan: 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
NaviPlan: Audience Financial firms, tax firms, accounting firms seeking a solution to manage their operations		eMoney: Audience Financial advisors that need a CRM solution to improve and manage all their operations
NaviPlan: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		eMoney: Support Phone Support Supported 24/7 Live Support Supported Online Supported
NaviPlan: API Offers API Not Supported		eMoney: API Offers API Not Supported
NaviPlan: Screenshots and Videos View more images or videos		eMoney: Screenshots and Videos View more images or videos
NaviPlan: Pricing $2195.00/year Free Version Not Supported Free Trial Not Supported		eMoney: Pricing No information available. Free Version Not Supported Free Trial Supported
NaviPlan: 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

NaviPlan: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported		eMoney: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
NaviPlan: Company Information Advicent Founded: 2011 United States www.advicentsolutions.com		eMoney: Company Information eMoney Advisor Founded: 2001 United States www.emoneyadvisor.com
NaviPlan: Alternatives Moneytree Moneytree Software		eMoney: Alternatives Yodlee
NaviPlan: naviHealth		eMoney: FP Alpha
NaviPlan: Savvy		eMoney: Holistiplan
NaviPlan: inStream inStream Solutions		eMoney: Investment Metrics
NaviPlan: Navi 5.0 out of 5 stars View All		eMoney: MoneyGuide Envestnet View All
NaviPlan: Categories Estate Planning Supported Investment Management Supported		eMoney: Categories Financial Analytics Supported Investment Management Supported Wealth Management Supported
NaviPlan: 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 Not Supported Portfolio Management 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
NaviPlan: Integrations SmartOffice Supported CoinTracker Not Supported MoneyGuide Not Supported Morningstar Advisor Workstation Not Supported Nitrogen Not Supported Plus & Minus Not Supported Tres Finance Not Supported Wealth.com Not Supported View All 1 Integration		eMoney: Integrations SmartOffice Supported CoinTracker Supported MoneyGuide Supported Morningstar Advisor Workstation Supported Nitrogen Supported Plus & Minus Supported Tres Finance Supported Wealth.com Supported View All 8 Integrations
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