CU SHARE 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

Yes 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

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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

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

Training

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

share Share Your Comparison of emX vs CU SHARE


CU SHARE vs emX

CU SHARE

by Integrated Software

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

Yes 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

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

Training

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

Share Your Comparison of emX vs CU SHARE