c*neo vs emX

Best For

Who Uses This Software?

Not provided by vendor

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

Target Customer Size (Users)

Not provided by vendor

1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

Not provided by vendor No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

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
  • 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

Screenshots

Capterra screenshot placeholder
View 5 screenshots 2366 thumb

Ratings

Overall

(0)
4.5 / 5
(7)

Ease of Use


3.5 / 5

Customer Service


4 / 5

Features & Functionality


4.5 / 5

Value for Money


3.5 / 5

Training & Support

Support

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

Training

  • close In Person
  • close Live Online
  • close Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of emX vs c*neo


c*neo vs emX

c*neo

by Cogendi

emX

by eMoney Advisor

Best For

Who Uses This Software?

Not provided by vendor

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

Target Customer Size (Users)

Not provided by vendor

1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

Not provided by vendor No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • 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
  • 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

Ratings

Overall

(0)
4.5 / 5
(7)

Ease of Use


3.5 / 5

Customer Service


4 / 5

Features & Functionality


4.5 / 5

Value for Money


3.5 / 5

Training & Support

Support

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

Training

  • close In Person
  • close Live Online
  • close Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of emX vs c*neo