emX vs Opus

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Not provided by vendor

Ideal number of Users

1000+

Not provided by vendor

Rating


4.1 / 5
(11)
Read All Reviews
(0)

Ease of Use


3.3 / 5

Customer Support


4 / 5

Features & Functionality


4.5 / 5

Value for Money


3.5 / 5

Product Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
Not provided by vendor

Screenshots

View 5 screenshots 2366 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

Share Your Comparison of Opus vs emX

emX vs Opus

Share

Share Your Comparison of
Opus vs emX