TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    eMoney Advisor

    Score9.9 out of 10
    N/AeMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.N/A

    Scrab LLC

    N/AN/AScrab helps to analyze the fundamentals of any stock in an automatic way, with the goal of making the dull and complex fundamental analysis done in seconds, almost effortlessly. Tool uses the approach called 'fundamental scoring', in which system evaluates dozens of fundamental indicators, such as debt levels or revenue forecasts, and assigns an appropriate score to each indicator. With this approach, Scrab states they are able to rank almost 40,000+ global companies from the best to the worst…N/A
    Pricing
    eMoney AdvisorScrab LLC
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    eMoney AdvisorScrab LLC
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    eMoney AdvisorScrab LLC
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    eMoney AdvisorScrab LLC
    Likelihood to Recommend
    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.
    Incentivized
    Read full review
    Scrab LLC
    No answers on this topic
    Pros
    eMoney Advisor
    • Account Aggregation
    • Investment Goals
    • Social Security Analyzer
    Incentivized
    Read full review
    Scrab LLC
    No answers on this topic
    Cons
    eMoney Advisor
    • More concise reports
    • Better account aggregation software
    • Better communication with staff on updates
    Incentivized
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    Scrab LLC
    No answers on this topic
    Alternatives Considered
    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
    Incentivized
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    Scrab LLC
    No answers on this topic
    Return on Investment
    eMoney Advisor
    • Client referrals
    • Clients willing to invest new money
    • Stronger bond between client and firm
    Incentivized
    Read full review
    Scrab LLC
    No answers on this topic
    ScreenShots

    Scrab LLC Screenshots

    Screenshot of Fundamental Scoring Module ViewScreenshot of Stock Screener Module ViewScreenshot of Charts Module View