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Compare Irwin and eMoney 
Featured Products
At a Glance
Market Segments
Small-Business (75.4% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
Contact Us Per Year
Free Trial 1 User Per Year
Irwin
Star Rating
(57)4.5 out of 5
Market Segments
Small-Business (75.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Learn more about IrwineMoney
Star Rating
(67)4.7 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansIrwin vs eMoney
When assessing the two solutions, reviewers found Irwin easier to use and do business with overall. However, reviewers preferred the ease of administration with eMoney. Reviewers determined that both products are equally easy to set up.
- Reviewers felt that eMoney meets the needs of their business better than Irwin.
- When comparing quality of ongoing product support, reviewers felt that Irwin is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Irwin over eMoney.
Pricing
Entry-Level Pricing
Irwin
Irwin Pricing
Contact Us
Per Year
- The most powerful investor relations software made for modern IR teams
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
Irwin
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
8.9
35
9.3
57
Ease of Use
8.9
35
8.5
58
Ease of Setup
9.1
13
9.1
44
Ease of Admin
8.9
12
9.2
11
Quality of Support
9.5
35
9.2
56
Has the product been a good partner in doing business?
9.4
12
9.2
11
Product Direction (% positive)
9.6
30
9.4
58
Features by Category
Financial Information
8.9
6
Not enough data
Not enough data
Not enough data
Analysis
8.3
5
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Market News
Not enough data
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
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
9.2
6
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
40
Platform Interoperability
Feature Not Available
8.6
36
Platform Performance
9.0
5
9.1
39
Agentic AI - Financial Analytics
Not enough data
8.3
7
Platform Additional Functionality
8.9
9
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Data
7.0
9
Not enough data
8.8
13
Not enough data
Feature Not Available
Not enough data
Platform Content
7.3
8
Not enough data
7.8
10
Not enough data
8.0
11
Not enough data
8.3
6
Not enough data
Sales Force Automation
8.4
16
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Analytics
Feature Not Available
Not enough data
8.1
19
Not enough data
8.3
21
Not enough data
Marketing Automation
7.1
13
Not enough data
7.6
17
Not enough data
Not enough data
Not enough data
Content
8.3
5
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
8.0
5
Not enough data
Not enough data
Not enough data
Customer Support
8.7
5
Not enough data
9.2
6
Not enough data
8.9
6
Not enough data
Feature Not Available
Not enough data
Marketing Automation
9.0
5
Not enough data
8.9
6
Not enough data
9.2
6
Not enough data
Sales Force Automation
Feature Not Available
Not enough data
8.0
5
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Irwin and eMoney are categorized as Financial Analytics
Unique Categories
Irwin is categorized as Investor Reporting, Investor Relationship Management, Financial Research, and Financial Services CRM
eMoney is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Irwin
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
Mining & Metals
28.1%
Financial Services
14.0%
Capital Markets
7.0%
Information Technology and Services
5.3%
Chemicals
5.3%
Other
40.4%
Financial Services
93.9%
Consulting
1.5%
Marketing and Advertising
1.5%
Investment Management
1.5%
Banking
1.5%
Other
0.0%
Alternatives
Discussions
Irwin 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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