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Compare Altruist and eMoney 
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AltruisteMoney
Star Rating
(64)4.7 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansAltruist vs eMoney
- Reviewers felt that eMoney meets the needs of their business better than Altruist.
- When comparing quality of ongoing product support, reviewers felt that Altruist is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Altruist over eMoney.
Pricing
Entry-Level Pricing
Altruist
No pricing availableeMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
Altruist
No trial information availableeMoney
Free Trial is available
Ratings
Meets Requirements
9.2
10
9.3
54
Ease of Use
9.8
10
8.5
55
Ease of Setup
Not enough data
9.0
41
Ease of Admin
Not enough data
9.2
11
Quality of Support
10.0
10
9.2
53
Has the product been a good partner in doing business?
Not enough data
9.2
11
Product Direction (% positive)
10.0
8
9.4
55
Features by Category
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
9.4
14
5.0
5
8.8
14
9.3
5
9.6
14
9.4
6
8.8
14
8.9
6
9.5
14
Feature Not Available
8.8
14
Not enough data
9.2
10
Integration
8.1
6
9.1
13
Feature Not Available
8.6
13
6.1
6
8.8
13
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
9.3
38
Not enough data
9.4
37
Platform Content
Not enough data
8.6
35
Not enough data
8.8
36
Platform Data
Not enough data
9.5
38
Platform Interoperability
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Platform Additional Functionality
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Categories
Categories
Shared Categories
Altruist and eMoney are categorized as Investment Portfolio Management
Unique Categories
Altruist is categorized as Brokerage Trading Platforms and Investment Accounting
eMoney is categorized as Financial Analytics
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
Other
0.0%
Alternatives
Discussions
Altruist has no discussions with answers
What types of planning capabilities does eMoney provide?
1 Comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 Comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 Comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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