emX vs PM1e

Starting Price

Not provided by vendor

$30,000.00/one-time

Best For

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Cloud-based wealth management platform which enables businesses of all sizes optimize, analyze, plan, execute and evaluate investments with portfolio and compliance management.

Rating


4 / 5
(9)

(0)

Ideal number of Users

1000+

2 - 1000+

Ease of Use


3.5 / 5

Customer Support


4 / 5

Features & Functionality


4.5 / 5

Value for Money


3.5 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

View 5 screenshots 2366 thumb
View 2 screenshots 155078 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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emX vs PM1e

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