Compare Orion Advisor Technology and eMoney 
Featured Products
At a Glance
Market Segments
Small-Business (66.0% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
Starting at $13,000.00 Per Year
Free Trial 1 User Per Year
Orion Advisor Technology
Star Rating
(97)4.4 out of 5
Market Segments
Small-Business (66.0% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13,000.00 Per Year
Browse all 3 pricing planseMoney
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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that eMoney excels in providing a user-friendly interface, making it particularly appealing for new financial planners. Users appreciate how quickly they can learn the software, with one reviewer noting it as a "time travel machine" for projecting clients' financial futures.
- Users say that Orion Advisor Technology shines in its reporting capabilities, allowing for quick and easy customization of client-ready performance reports. This feature is highlighted as a significant time-saver, enabling users to present information in a polished manner.
- According to verified reviews, eMoney stands out for its exceptional customer support, with users frequently praising the responsiveness and eagerness of the support team to assist with any issues. This level of service contributes to a more positive overall experience.
- Reviewers mention that while Orion Advisor Technology is effective for trading and proposals, some users have found the initial setup to be less intuitive compared to eMoney. This can lead to a steeper learning curve for new users, which may impact their early experience with the software.
- G2 reviewers highlight that eMoney's strong performance in areas like compliance and data aggregation makes it a reliable choice for firms focused on thorough financial planning. Users appreciate the detailed insights it provides, enhancing their ability to manage client portfolios effectively.
- Users report that while Orion Advisor Technology has a solid market presence, its overall satisfaction ratings are slightly lower than eMoney's. This suggests that while it has valuable features, there may be areas for improvement in user experience and support that could enhance client satisfaction.
Pricing
Entry-Level Pricing
Orion Advisor Technology
Foundation Stack
Starting at $13,000.00
Per Year
Cornerstone technology for building your firm
- Billing and Reporting
- Orion Planning
- Client Portal and Mobile App
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
Orion Advisor Technology
No trial information availableeMoney
Free Trial is available
Ratings
Meets Requirements
8.3
6
9.3
57
Ease of Use
8.1
34
8.5
58
Ease of Setup
7.9
30
9.1
44
Ease of Admin
Not enough data
9.2
11
Quality of Support
7.8
6
9.2
56
Has the product been a good partner in doing business?
Not enough data
9.2
11
Product Direction (% positive)
6.1
6
9.4
58
Features by Category
Functionality
9.2
14
9.4
14
Not enough data
8.8
14
7.6
9
9.6
14
Not enough data
8.8
14
Not enough data
9.5
14
8.7
5
8.8
14
9.5
10
9.2
10
Integration
8.6
7
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
8.7
9
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
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
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
39
Agentic AI - Financial Analytics
Not enough data
8.3
7
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Orion Advisor Technology and eMoney are categorized as Investment Portfolio Management
Unique Categories
Orion Advisor Technology is categorized as Investor Reporting
eMoney is categorized as Financial Analytics
Reviews
Reviewers' Company Size
Orion Advisor Technology
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
82.4%
Investment Management
11.8%
Information Technology and Services
2.9%
Accounting
2.9%
‐
Other
0.0%
Financial Services
93.9%
Consulting
1.5%
Marketing and Advertising
1.5%
Investment Management
1.5%
Banking
1.5%
Other
0.0%
Alternatives
Discussions
Orion Advisor Technology 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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