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AppFolio Investment Manager vs. eMoney Advisor

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AppFolio Investment Manager
Score 10.0 out of 10
N/A
AppFolio Investment Manager is a real estate investment portfolio management solution, that includes a digital investor portal to strengthens the brand and provides investors with on-demand information and metrics. It provides a single source of truth that fuels thoughtful transparency for teams and investors.N/A
eMoney Advisor
Score 9.9 out of 10
N/A
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.N/A
Pricing
AppFolio Investment ManagereMoney Advisor
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AppFolio Investment ManagereMoney Advisor
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
AppFolio Investment ManagereMoney Advisor
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
AppFolio Investment ManagereMoney Advisor
Likelihood to Recommend
AppFolio Inc.
No answers on this topic
eMoney Advisor
Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Pros
AppFolio Inc.
No answers on this topic
eMoney Advisor
  • Account Aggregation
  • Investment Goals
  • Social Security Analyzer
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Cons
AppFolio Inc.
No answers on this topic
eMoney Advisor
  • More concise reports
  • Better account aggregation software
  • Better communication with staff on updates
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Alternatives Considered
AppFolio Inc.
No answers on this topic
eMoney Advisor
Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Return on Investment
AppFolio Inc.
No answers on this topic
eMoney Advisor
  • Client referrals
  • Clients willing to invest new money
  • Stronger bond between client and firm
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
ScreenShots