| Description | eMoney is a comprehensive and scalable finance management platform developed specifically for financial services to address a wide range of financial planning needs of the clientele. This powerful financial planning software powers your organization with creative, planning-driven solutions for the management of your client’s finances and finance-related decisions. This comprehensive financial planning platform assists you in planning across the client lifecycle, meaningfully engaging your clients, efficiently managing your practices, streamlining your technology, and growing your business. It is intended to scale to meet your firm's growing demands and is developed to function as per the way you work. It requires an end-to-end consultative way to deal with execution, administration, preparing, and continuous client commitment. Users additionally get the tools for compliance reporting, data import-export, performance metrics, client management, and benchmarking with this software. Their packages are built on their planning-centric platform to fit with the sort of planning that advisors deliver and deepen client interaction. All of its packages and services come with a free trial; however, eMoney follows a quotation-based pricing strategy for its products or services. Read more | RightCapital's innovative financial planning solution allows financial advisors to differentiate their value for more clients. Help your clients understand how prepared they are for retirement using interactive tools. Compare multiple scenarios, illustrate stress tests, and more. Show your clients the benefit of a smart tax strategy by Illustrating optimal withdrawal strategies including Roth conversions. You can show your clients the impact of their decision on when to start receiving Social Security benefits and the optimal solution that will maximize their Social Security income. Read more | Qualified's assessment platform is the most effective technique to evaluate coding abilities. Use standardised tests to better understand the strengths and shortcomings of developers. All of the tests have been professionally developed and are intended to evaluate real-world abilities that are relevant to your vacant positions.Create a comprehensive developer profile that includes language and framework-specific competencies, soft skills, and working style. Analyze candidate performance to see how they stack up against your team or all other developers on the Qualified platform.It has a vast list of features such as - Create your own assessments, from little to large-scale projects, without ever leaving their platform. Detailed benchmarking statistics to help you understand the relative complexity of each evaluation, as well as how each developer compares to other software engineers across the world.One of its most beneficial features is code review tools - provides a comprehensive set of code review tools that help save time and gain insight into the quality of developer’s code and working style.Recreate your code project to deploy and grade it at scale. Read more | Workvivo is a new breed of employee communication platform designed to build natural, meaningful bonds between teams while helping companies reach and engage their employees in ways that traditional tools simply can’t. Read more |
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PLUS Custom PRO Custom PREMIER Custom GROWTH Custom |
BASIC $124.95 $124.95 per user / month PREMIUM $149.95 $149.95 per user / month PLATINUM Custom |
Team Custom |
Workvivo Custom |
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MoneyGuidePro
4.3 Based on 17 Ratings 
RightCapital
4.8 Based on 13 Ratings 
Planful
4.2 Based on 1131 Ratings |
MoneyGuidePro
4.3 Based on 17 Ratings 
eMoney
4.5 Based on 41 Ratings 
Personal Capital
4 Based on 1 Ratings 
Moneytree Plan
4.6 Based on 7 Ratings |
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| Company Details | Located in: San Diego, California | Located in: Shelton, Connecticut | Located in: San Francisco, California Founded in: 2016 | Located in: Cork city, Ireland Founded in: 2017 |
| Contact Details |
(610) 684-1100 https://emoneyadvisor.com/ |
(888) 982-9596, opt. 2 https://www.rightcapital.com/ |
Not available https://www.qualified.io/ |
Not available https://www.workvivo.com/ |
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