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Compare Asset-Map and eMoney 
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At a Glance
Market Segments
Small-Business (85.2% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
$142.00 1 Seats Per Month
Free Trial 1 User Per Year
Asset-Map
Star Rating
(122)4.8 out of 5
Market Segments
Small-Business (85.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$142.00 1 Seats Per Month
Browse all 3 pricing planseMoney
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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that eMoney excels in its customizable reporting features, scoring 9.3, which allows financial advisors to tailor reports to meet specific client needs, while Asset-Map, with a score of 9.2, also offers strong reporting but may not provide the same level of customization.
- Reviewers mention that Asset-Map shines in ease of use, achieving a score of 9.3, making it particularly appealing for small businesses looking for a straightforward interface, whereas eMoney, with a score of 8.4, has a steeper learning curve according to some users.
- G2 users highlight the quality of support for Asset-Map, which received an impressive score of 9.8, indicating that users feel well-supported, while eMoney's support, although solid at 8.9, does not match the high praise given to Asset-Map.
- Users on G2 report that eMoney's real-time data capabilities are a standout feature, scoring 9.6, which is crucial for financial planning, while Asset-Map, with a score of 9.1, offers good functionality but may not be as robust in real-time updates.
- Reviewers say that Asset-Map's content library, scoring 8.8, is well-regarded for its variety and relevance, whereas eMoney's content library, with a score of 8.5, is seen as slightly less comprehensive by some users.
- Users report that eMoney's investment accounting features, scoring 8.3, are less favored compared to Asset-Map's offerings, which also scored 8.3 but are perceived to be more user-friendly and integrated into the overall platform experience.
Pricing
Entry-Level Pricing
Asset-Map
Asset-Map Professional
$142.00
1 Seats Per Month
Our core solution, designed to take your financial planning conversations to the next level.
- Target-Map Planning Engine
- Target-Map Cashflow Details
- Discovery Interview for Prospecting and Fact-finding
eMoney
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
Asset-Map
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
9.2
88
9.3
54
Ease of Use
9.3
91
8.5
55
Ease of Setup
9.4
34
9.0
41
Ease of Admin
9.1
15
9.2
11
Quality of Support
9.8
84
9.2
53
Has the product been a good partner in doing business?
9.8
15
9.2
11
Product Direction (% positive)
9.9
80
9.4
55
Features by Category
Functionality
Not enough data
9.4
14
Not enough data
8.8
14
Not enough data
9.6
14
Not enough data
8.8
14
Not enough data
9.5
14
Not enough data
8.8
14
Not enough data
9.2
10
Integration
Not enough data
9.1
13
Not enough data
8.6
13
Not enough data
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
9.1
61
9.3
38
8.8
53
9.4
37
Platform Content
8.6
56
8.6
35
8.9
59
8.8
36
Platform Data
9.6
61
9.5
38
Platform Interoperability
8.3
49
8.6
36
Platform Performance
8.7
59
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Categories
Categories
Shared Categories
Asset-Map and eMoney are categorized as Financial Analytics
Unique Categories
Asset-Map has no unique categories
eMoney is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Asset-Map
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
90.2%
Investment Management
6.6%
Insurance
3.3%
‐
‐
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
What are the benefits of asset mapping?
2 Comments
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
How much does asset map cost?
1 Comment
Official Response from Asset-Map
https://www.asset-map.com/pricingRead more
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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