G2 Vendor Directory

FactSet Portfolio Analytics vs. eMoney

A side-by-side comparison based on G2 review data.

MetricFactSet Portfolio Analytics

by FactSet Research Systems

eMoney

by eMoney Advisor, LLC.

Overall rating4.54.7
Review count1068
Ease of use8.18.7
Ease of setup8.29.2
Quality of support9.19.3
Meets requirements9.39.3
NPS6080.882353
Small Business30.0%73.1%
Mid-Market50.0%17.9%
Enterprise20.0%9.0%
Total page views1131,481
Total LLM citations4,21410,082

FactSet Portfolio Analytics

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.

Pros

    eMoney

    eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey.

    Pros

    • Customer Support
    • Ease of Use
    • Features
    • User Interface
    • Investment Management
    • Comprehensive Data