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eMoney Advisor pricing
3 plans on the record · a free trial
Every plan
Plus
Pricing varies based on organizational needs; contact eMoney for an estimate.
Goals-based planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Read 3 Oct 2026 · emoneyadvisor.com
Premier
Pricing varies based on organizational needs; contact eMoney for an estimate.
Goals-based and cash flow planning · CoPlanner · Premium Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Read 3 Oct 2026 · emoneyadvisor.com
Pro
Pricing varies based on organizational needs; contact eMoney for an estimate.
Cash flow planning · CoPlanner · Client Portal · Account aggregation · Spending and budgeting tools · Business analytics · Integrations
Read 3 Oct 2026 · emoneyadvisor.com