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# Asset-Map vs eMoney Comparison - What are their main differences?

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Reviews

**Asset-Map** [

4.8/5(137)

](https://www.g2.com/products/asset-map/reviews#reviews)

**eMoney** [

4.7/5(68)

](https://www.g2.com/products/emoney/reviews#reviews)

Pricing

**Asset-Map**
Free Trial

**$149.00** 1 Seats Per Month · Asset-Map Professional

**eMoney**
Free Trial

**Free Trial** 1 User Per Year · eMoney Plus

**Pricing Insights**
from reviews

Time to Implement

**Asset-Map**
Not enough reviews yet

**eMoney**
Not enough reviews yet

Return on Investment

**Asset-Map**
Not enough reviews yet

**eMoney**
Not enough reviews yet

Perceived Cost

**Asset-Map**
$$$$$

**eMoney**
$$$$$

Average Discount

**Asset-Map**
Not enough reviews yet

**eMoney**
Not enough reviews yet

Pros & Cons

**Asset-Map**
Not enough data

**eMoney**
[
Customer Support (10)
](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946961&qs=pros-and-cons#reviews)[
Features (6)
](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946940&qs=pros-and-cons#reviews)[
Feature Deficiency (6)
](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1373748&qs=pros-and-cons#reviews)[
Data Accessibility (3)
](https://www.g2.com/products/emoney/reviews?filters%5Bsentiment_snippet%5D=1946917&qs=pros-and-cons#reviews)

Integrations

**Asset-Map**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_29b3c0564b8c50f1e49493e3dff51f52/addepar.jpg "Product Avatar Image")

Addepar

](https://www.g2.com/products/addepar/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f6503aef59208e8645cfaa8fbf7a76e0/black-diamond-wealth-platform.png "Product Avatar Image")

Black Diamond Wealth Platform

](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9b832fe9bb15e5e18b6852a303b57d40/box.jpg "Product Avatar Image")

Box

](https://www.g2.com/products/box/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_932afe795a97ad41003e50551e4dd8c3/dropbox-ai-dropbox.jpg "Product Avatar Image")

Dropbox

](https://www.g2.com/products/dropbox-ai-dropbox/reviews)[
View all
](https://www.g2.com/products/asset-map/integrations)

**eMoney**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_29b3c0564b8c50f1e49493e3dff51f52/addepar.jpg "Product Avatar Image")

Addepar

](https://www.g2.com/products/addepar/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f471e555104d945e50fb569d5096bb08/advicepay.png "Product Avatar Image")

AdvicePay

](https://www.g2.com/products/advicepay/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f6503aef59208e8645cfaa8fbf7a76e0/black-diamond-wealth-platform.png "Product Avatar Image")

Black Diamond Wealth Platform

](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9b832fe9bb15e5e18b6852a303b57d40/box.jpg "Product Avatar Image")

Box

](https://www.g2.com/products/box/reviews)[
View all
](https://www.g2.com/products/emoney/integrations)

Screenshots

**Asset-Map**
 ![Asset-Map screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/124403/Asset-Map-Report-_1_.png)

**eMoney**
 ![eMoney screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/115359/071e3a4f-1962-4f6b-8adb-05376b867f35.png)

Ratings

Meets Requirements

**Asset-Map**

9.2

9.2101

**eMoney**

9.2

9.258

Ease of Use

**Asset-Map**

9.3

9.3104

**eMoney**

8.5

8.559

Ease of Setup

**Asset-Map**

9.3

9.347

**eMoney**

9.1

9.145

Ease of Admin

**Asset-Map**

9.1

9.118

**eMoney**

9.3

9.312

Quality of Support

**Asset-Map**

9.7

9.797

**eMoney**

9.2

9.257

Has the product been a good partner in doing business?

**Asset-Map**

9.7

9.718

**eMoney**

9.3

9.312

Product Direction (% positive)

**Asset-Map**

9.7

9.792

**eMoney**

9.2

9.259

Features

Financial Analytics[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

8.9

78

8.9

42

Platform Additional Functionality

Dashboard

9.1(tied score)

69

9.1(tied score)

39

Cloud

8.8

54

9.3(won by 0.5)

38

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Platform Content

Automation

8.6(tied score)

57

8.6(tied score)

35

Content Library

8.9(won by 0.1)

62

8.8

36

Platform Data

Visualization

9.6(won by 0.2)

72

9.4

41

Platform Interoperability

API

8.3

51

8.6(won by 0.3)

37

Platform Performance

Reporting

8.8

67

9.0(won by 0.2)

40

Agentic AI - Financial Analytics

Proactive Assistance

Feature Not Available

8.3(won by default)

7

Investment Portfolio Management[Hide 84 FeaturesShow 84 Features](javascript:void(0);)

Not enough data

9.1

14

Functionality

Customizable Reporting

Not enough data

9.4(won by default)

14

Market Analytics

Not enough data

8.8(won by default)

14

Client Portal

Not enough data

9.6(won by default)

14

Investment Accounting

Not enough data

8.8(won by default)

14

Real time 

Not enough data

9.5(won by default)

14

Compliance

Not enough data

8.8(won by default)

14

Customizable Reporting

Not enough data

9.2(won by default)

10

Investor Portal

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Investor Reporting

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Tax Compliance

Not enough data

Not enough data

Portfolio Reporting

Not enough data

Not enough data

Integration

Data aggregation

Not enough data

9.1(won by default)

13

Accounting Integration

Not enough data

8.6(won by default)

13

Risk Management

Not enough data

8.8(won by default)

13

Portfolio Accounting

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Investor Management

Not enough data

Not enough data

Trade Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Fund Management

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Fee Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Stock Management

Not enough data

Not enough data

Agentic AI - Investment Portfolio Management

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Categorization/Grouping

Not enough data

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Additional Functionality

Risk Assessment

Not enough data

Not enough data

Automated Execution

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Cryptocurrency Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Investor Communication

Not enough data

Not enough data

Performance Analysis

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Portfolio Analysis

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

For Hedge Funds

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

For Investment Advisors

Not enough data

Not enough data

Portfolio Rebalancing

Not enough data

Not enough data

Investment Research

Not enough data

Not enough data

Commodity Futures

Not enough data

Not enough data

API

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Investments Tracking

Not enough data

Not enough data

Bonds/Stocks

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Stock Tracking

Not enough data

Not enough data

Watch List

Not enough data

Not enough data

What-if Analysis

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Wash Sale Detection

Not enough data

Not enough data

For Traders

Not enough data

Not enough data

Side-by-Side Comparison

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Asset-Map](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map")](https://www.g2.com/products/asset-map/reviews)

Asset-Map

Small-Business(50 or fewer emp.)

84.7%

Mid-Market(51-1000 emp.)

4.4%

Enterprise(\> 1000 emp.)

10.9%

[![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney")](https://www.g2.com/products/emoney/reviews)

eMoney

Small-Business(50 or fewer emp.)

73.1%

Mid-Market(51-1000 emp.)

17.9%

Enterprise(\> 1000 emp.)

9.0%

Small-Business

(50 or fewer emp.)

84.7%

73.1%

Mid-Market

(51-1000 emp.)

4.4%

17.9%

Enterprise

(\> 1000 emp.)

10.9%

9.0%

Reviewers' Industry

[![Asset-Map](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map")](https://www.g2.com/products/asset-map/reviews)
Asset-Map

Financial Services

89.6%

Investment Management

7.4%

Insurance

3.0%

‐

‐

Other

0.0%

[![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney")](https://www.g2.com/products/emoney/reviews)
eMoney

Financial Services

94.0%

Consulting

1.5%

Marketing and Advertising

1.5%

Investment Management

1.5%

Banking

1.5%

Other

0.0%

FAQs

## Asset-Map vs eMoney FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between eMoney vs Asset-Map?

Asset-Map stands out for its higher G2 rating and superior reviewer satisfaction on support and ease of setup compared to eMoney.

| | [eMoney](https://www.g2.com/products/emoney/reviews) | [Asset-Map](https://www.g2.com/products/asset-map/reviews) |
| --- | --- | --- |
| G2 Rating (reviews) | 4.7/5 (67 reviews) | 4.8/5 (129 reviews) |
| Largest Segment | Small-Business | Small-Business |
| Ease of Setup score | 9.1 | 9.4 |
| Quality of Support score | 9.2 | 9.8 |
| Top Reviewer-Cited Strength | Customer Support (10 all-time mentions) | — |

### How do the pricing models of eMoney and Asset-Map compare?

Asset-Map is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to eMoney.

- **eMoney:** Reviewers describe eMoney as competitively priced and versatile, but some note that its value is tied to its comprehensive feature set and ongoing improvements.
- **Asset-Map:** Reviewers highlight Asset-Map's value as well worth the price, with several citing its simplicity and the impact on client engagement as justifying the cost.

### What are the best alternatives to eMoney and Asset-Map?

The best alternatives to eMoney and Asset-Map are Envestnet | MoneyGuide, RightCapital, and Morningstar Direct Advisory Suite.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [eMoney](https://www.g2.com/products/emoney/reviews) | 4.7/5 (67 reviews) | Small-Business | Competitively priced and versatile | Customer Support (10 all-time mentions) |
| [Asset-Map](https://www.g2.com/products/asset-map/reviews) | 4.8/5 (129 reviews) | Small-Business | Well worth the price for its simplicity and client engagement | Visual clarity and ease of use |
| [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) | 4.0/5 (23 reviews) | Small-Business | — | — |
| [RightCapital](https://www.g2.com/products/rightcapital/reviews) | 4.6/5 (14 reviews) | Small-Business | — | — |
| [Morningstar Direct Advisory Suite](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) | 4.1/5 (285 reviews) | Small-Business | — | — |

### Which Financial Analytics features should I prioritize when comparing eMoney and Asset-Map?

Buyers should prioritize Client Portal, Ease of Use, Quality of Support, Integrations, and Comprehensive Data when comparing eMoney and Asset-Map.

- **Client Portal:** eMoney is frequently praised for its client portal, with 6 all-time mentions for user interface and 5 for ease of use; Asset-Map is highlighted for visual clarity and client engagement.
- **Ease of Use:** Asset-Map scores 9.3, while eMoney scores 8.5 on Ease of Use.
- **Quality of Support:** Asset-Map scores 9.8, eMoney 9.2 on Quality of Support.
- **Integrations:** Asset-Map is cited for integrations with Box (4 all-time mentions), eMoney (3), and Jump (2); eMoney is mentioned for Box and Jump (1 each).
- **Comprehensive Data:** eMoney has 5 all-time mentions for comprehensive data, supporting its strength in detailed planning and reporting.

### What are the pros and cons of eMoney vs Asset-Map?

Asset-Map's headline strength is visual clarity and ease of use, while eMoney's is comprehensive planning and customer support.

- **eMoney strengths:** Customer Support (10 all-time mentions), comprehensive features (6), user interface (6), ease of use (5), investment management (4), dashboards (3), data accuracy (3), easy implementation (3), easy integrations (3), functionality (3), user experience (3).
- **eMoney trade-offs:** Feature deficiency (6 all-time mentions), data accessibility (3), difficult learning curve (3), not user-friendly (3).
- **Asset-Map strengths:** Visual clarity and ease of use are consistently highlighted in recent reviews, with strong praise for client engagement and simplicity.
- **Asset-Map trade-offs:** Some reviewers mention a desire for more planning features and integrations, but these are framed as minor preferences rather than significant drawbacks.

### Is eMoney or Asset-Map better for small businesses?

Asset-Map is the better fit for small businesses, with higher reviewer satisfaction and a strong focus on visual simplicity.

- **eMoney:** Largest segment is Small-Business; reviewers highlight comprehensive planning and robust support, but note a steeper learning curve.
- **Asset-Map:** Largest segment is Small-Business; reviewers consistently praise its ease of use, visual clarity, and quick implementation for small firms.

### Which Financial Analytics platform has better integrations?

Asset-Map is favored by reviewers for integrations, with more frequent and diverse integration mentions than eMoney.

- **eMoney:** Integrates with Box and Jump, each cited in recent reviews.
- **Asset-Map:** Integrates with Box (4 all-time mentions), eMoney (3), and Jump (2), with reviewers highlighting the value of these connections for workflow efficiency.

### How do eMoney and Asset-Map compare on customer support?

Asset-Map leads on Quality of Support with a 0.6-point advantage over eMoney (9.8 vs 9.2).

- **eMoney:** Reviewers cite customer support as a top strength, with 10 all-time mentions and frequent praise for responsiveness and knowledgeable staff.
- **Asset-Map:** Reviewers consistently describe support as "top notch," "superb," and "first-class," with rapid response times and proactive assistance.

### Which is easier to implement, eMoney or Asset-Map?

Asset-Map is rated higher for Ease of Setup, with a 0.3-point advantage over eMoney (9.4 vs 9.1).

- **eMoney:** Reviewers describe setup as straightforward but note a learning curve for advanced features; many cite easy implementation for daily use.
- **Asset-Map:** Reviewers highlight quick onboarding, intuitive setup, and minimal barriers to getting started, especially for small teams.

### Which product has better Client Portal?

eMoney is more frequently cited for its Client Portal, with multiple all-time mentions and strong reviewer sentiment.

- **eMoney:** Client Portal is a recurring theme in reviews, with 6 all-time mentions for user interface and 5 for ease of use; reviewers praise its aesthetics, document sharing (Vault), and client dashboard.
- **Asset-Map:** Reviewers highlight the visual clarity and simplicity of its client-facing reports, but some express a desire for more robust client portal features and direct client access.

Alternatives

**Asset-Map Alternatives**

 ![RightCapital](https://images.g2crowd.com/uploads/product/hd_favicon/1b134572bd030a7838eab740973ef0dc/rightcapital.svg "RightCapital")

[
RightCapital
](/products/rightcapital/reviews)

 ![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")

[
Envestnet | MoneyGuide
](/products/envestnet-moneyguide/reviews)

 ![TradingView](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "TradingView")

[
TradingView
](/products/tradingview/reviews)

 ![Irwin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e9370065a53a978a6fa07d306829d964/irwin.png "Irwin")

[
Irwin
](/products/irwin/reviews)

**eMoney Alternatives**

 ![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")

[
Envestnet | MoneyGuide
](/products/envestnet-moneyguide/reviews)

 ![RightCapital](https://images.g2crowd.com/uploads/product/hd_favicon/1b134572bd030a7838eab740973ef0dc/rightcapital.svg "RightCapital")

[
RightCapital
](/products/rightcapital/reviews)

 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")

[
Morningstar Direct Advisory...
](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

 ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")

[
Morningstar Direct
](/products/morningstar-direct/reviews)

## Asset-Map vs eMoney

When assessing the two solutions, reviewers found Asset-Map easier to use, set up, and do business with overall. However, reviewers preferred the ease of administration with eMoney.

- Asset-Map and eMoney both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Asset-Map is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Asset-Map over eMoney.