iBalance vs eMoney Advisor

CA$8,000.00/month

• Ease of Use

  3.8 (4)

• Features & Functionality

  (4)

• Customer Service

  4.5 (4)

• Value for Money

  (4)

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• Ease of Use

  3.5 (15)

• Features & Functionality

  4.2 (15)

• Customer Service

  4.0 (15)

• Value for Money

  3.6 (15)

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Designed for private and institutional wealth managers, family offices, & advisors, it is a web-based portfolio management solution that helps with compliance management, workflow automation and more.

Financial Advisors and Planners, as well as Enterprise firms that want to provide a holistic planning experience for their clients, through the use of full-spectrum financial planning technology.

• Alerts/Notifications
• Audit Trail
• Bonds/Stocks
• Client Management
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Risk Management Software
• Scenario Planning

See all features

• Alerts/Notifications
• Audit Trail
• Bonds/Stocks
• Client Management
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Risk Management Software
• Scenario Planning

See all features

• Cloud-based
• On-premise

• Cloud-based
• On-premise

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)
• Chat

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)
• Chat