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Pricing · 2026

eMoney Advisor pricing

3 plans on the record · a free trial

Every plan

Plus

Priced on request

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

Premier

Priced on request

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

Pro

Priced on request

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