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Compare FactSet Portfolio Analytics and eMoney 
At a Glance
Market Segments
Mid-Market (50.0% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
FactSet Portfolio Analytics
Star Rating
(10)4.5 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about FactSet Portfolio AnalyticseMoney
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 plansFactSet Portfolio Analytics vs eMoney
When assessing the two solutions, reviewers found eMoney easier to use, set up, and administer. However, reviewers preferred doing business with FactSet Portfolio Analytics overall.
- Reviewers felt that eMoney meets the needs of their business better than FactSet Portfolio Analytics.
- When comparing quality of ongoing product support, reviewers felt that eMoney is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of eMoney over FactSet Portfolio Analytics.
Pricing
Entry-Level Pricing
FactSet Portfolio Analytics
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
FactSet Portfolio Analytics
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
9.2
10
9.3
54
Ease of Use
7.8
10
8.5
55
Ease of Setup
7.9
7
9.0
41
Ease of Admin
7.9
7
9.2
11
Quality of Support
9.0
10
9.2
53
Has the product been a good partner in doing business?
9.3
7
9.2
11
Product Direction (% positive)
8.8
10
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
7.3
5
9.3
38
Not enough data
9.4
37
Platform Content
8.3
5
8.6
35
9.3
5
8.8
36
Platform Data
7.7
5
9.5
38
Platform Interoperability
9.0
5
8.6
36
Platform Performance
8.0
5
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Market 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
Analytics
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 - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Portfolio Analytics and eMoney are categorized as Financial Analytics
Unique Categories
FactSet Portfolio Analytics is categorized as Financial Risk Management and Fixed Income Pricing Data
eMoney is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
FactSet Portfolio Analytics
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
30.0%
Investment Management
20.0%
Banking
20.0%
Veterinary
10.0%
Investment Banking
10.0%
Other
10.0%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
Other
0.0%
Alternatives
Discussions
FactSet Portfolio Analytics 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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