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Compare Aumni and eMoney 
At a Glance
Market Segments
Small-Business (73.9% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
Aumni
Star Rating
(23)4.5 out of 5
Market Segments
Small-Business (73.9% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about AumnieMoney
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 plansAumni vs eMoney
When assessing the two solutions, reviewers found Aumni easier to use and do business with overall. However, reviewers preferred the ease of set up with eMoney, along with administration.
- Reviewers felt that eMoney meets the needs of their business better than Aumni.
- When comparing quality of ongoing product support, reviewers felt that Aumni is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Aumni over eMoney.
Pricing
Entry-Level Pricing
Aumni
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
Aumni
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
8.8
22
9.3
54
Ease of Use
8.7
21
8.5
55
Ease of Setup
8.7
9
9.0
41
Ease of Admin
9.1
9
9.2
11
Quality of Support
9.4
22
9.2
53
Has the product been a good partner in doing business?
9.8
9
9.2
11
Product Direction (% positive)
10.0
21
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
8.9
11
9.3
38
8.0
10
9.4
37
Platform Content
8.7
10
8.6
35
7.3
10
8.8
36
Platform Data
8.3
10
9.5
38
Platform Interoperability
8.0
9
8.6
36
Platform Performance
8.8
10
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Investment Management
8.7
15
Not enough data
8.4
15
Not enough data
8.1
15
Not enough data
6.9
13
Not enough data
Fund Management
4.5
13
Not enough data
4.2
12
Not enough data
6.4
13
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Aumni and eMoney are categorized as Financial Analytics
Unique Categories
Aumni is categorized as Venture Capital Management
eMoney is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Aumni
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
Venture Capital & Private Equity
60.9%
Marketing and Advertising
4.3%
Investment Management
4.3%
Investment Banking
4.3%
Information Technology and Services
4.3%
Other
21.7%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
Other
0.0%
Alternatives
Discussions
Aumni 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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