c*neo vs emX

Starting Price

Not provided by vendor Not provided by vendor

Best For

Not provided by vendor

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

Rating

(0)


4 / 5
(10)

Ideal number of Users

Not provided by vendor

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

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

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

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c*neo vs emX

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