eMoney vs WealthScan
Enterprise financial planning + client portal. Here's an honest look at where each platform shines and how to decide.
What eMoney is
eMoney offers comprehensive financial planning software and a client portal, popular at large RIAs and wirehouses.
Where eMoney shines
- Industry-standard enterprise planning depth.
- Robust account aggregation and Decision Center.
- Strong compliance posture for large institutions.
Best for: Large RIAs and wirehouses with enterprise planning needs.
Where WealthScan is different
- WealthScan is genuinely triad-native — the CPA and estate attorney aren't bolted on, they're peers in the workspace.
- Lighter, faster client UX without the enterprise onboarding burden.
- Free for end clients; flat per-pro pricing — no per-seat enterprise contract.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
FAQ
Is WealthScan an eMoney alternative for small RIAs?
For solo and small RIAs that want a clean client portal, a household balance sheet, and CPA/attorney coordination without an enterprise contract, WealthScan is a lighter alternative. For deep Monte Carlo planning, advisors often keep a dedicated planning tool.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.