Wealth.com vs. eMoney Comparison


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About Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.	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.
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	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
Audience Financial advisors, wealth-management firms and estate-planning professionals seeking a tool to deliver scalable, high-quality estate-planning services and retain clients over generations	Audience Financial advisors that need a CRM solution to improve and manage all their operations
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
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	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

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Wealth.com Founded: 2021 United States www.wealth.com	Company Information eMoney Advisor Founded: 2001 United States www.emoneyadvisor.com
Alternatives eState Planner	Alternatives Yodlee
Luminary	FP Alpha
Vanilla	Holistiplan
Eternal Pro	MoneyGuide Envestnet
GoodTrust View All	Investment Metrics View All
Categories Estate Planning Supported	Categories Financial Analytics Supported Investment Management Supported Wealth Management Supported
	Show More Features 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
Integrations Addepar Supported Black Diamond Wealth Platform Supported Charles Schwab Supported CoinTracker Not Supported Coinbase Supported MoneyGuide Not Supported Morningstar Advisor Workstation Not Supported Nitrogen Not Supported Orion Supported Plus & Minus Not Supported Redtail CRM Supported Salesforce Supported SmartOffice Not Supported Tres Finance Not Supported Wealth.com Not Supported Wealthbox Supported Zillow Supported eMoney Supported Show More Integrations View All 10 Integrations	Integrations Addepar Not Supported Black Diamond Wealth Platform Not Supported Charles Schwab Not Supported CoinTracker Supported Coinbase Not Supported MoneyGuide Supported Morningstar Advisor Workstation Supported Nitrogen Supported Orion Not Supported Plus & Minus Supported Redtail CRM Not Supported Salesforce Not Supported SmartOffice Supported Tres Finance Supported Wealth.com Supported Wealthbox Not Supported Zillow Not Supported eMoney Not Supported Show More Integrations View All 8 Integrations
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