eMoney Advisor vs Morningstar Office
| eMoney Advisor | Morningstar Office | |
|---|---|---|
| Free trial | Yes | |
| Platforms | Android, api, iOS, Web | iOS, Web |
| Client portal | Yes | |
| Cash-flow modeling | Yes | |
| Goal planning | Yes | |
| Tax planning | Yes | |
| Scenario analysis | Yes | |
| Insurance planning | Yes | |
| Investment planning | Yes | |
| Free plan | No | |
| Asset class coverage | multi_asset_alternatives | |
| Performance reporting | Yes | |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes |
Listed together in Best Financial Advisor Software