# eMoney Advisor vs Redtail Technology

**Leader by Vioscale score:** Redtail Technology

| Attribute | eMoney Advisor | Redtail Technology |
|---|---|---|
| **Vioscale score** | 34.2 (22% (low)) | 52.5 (37% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A financial planning platform that enables advisors to organize client financial data, create comprehensive plans with scenario analysis and risk testing, and engage clients through an interactive portal with ongoing access to updates and planning tools. | Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements. |
| features.capabilities | `{"iso_27001":false,"soc2_type_ii":false,"estate_and_tax_planning_scenarios":false,"risk_tolerance_questionnaires_and_scoring":false,"monte_carlo_retirement_simulation_planning":true,"aum_fee_calculation_and_direct_billing_push":false,"schwab_fidelity_pershing_custodial_data_sync":false,"client_facing_white_label_portal_and_mobile_app":false,"held_away_asset_aggregation_plaid_byallaccounts":false,"sec_finra_compliant_email_and_document_archiving":false,"automated_portfolio_rebalancing_and_tax_loss_harvesting":false}` | `{"pricing_model":"flat_monthly_per_user","schwab_fidelity_pershing_custodial_data_sync":true,"sec_finra_compliant_email_and_document_archiving":true}` |
| integrations.count | 10 | 3 |
| integrations.list | `[{"name":"Tolerisk"},{"name":"YCharts"},{"name":"Vanilla"},{"name":"Wealth.com"},{"name":"Luminary"},{"name":"Zocks"},{"name":"Jump AI"},{"name":"Black Diamond"},{"name":"Asset-Map"},{"name":"FP Alpha"}]` | `[{"name":"Orion"},{"name":"Schwab"},{"name":"eMoney"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"regional","availableCountries":["US"],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | - | `{"type":"subscription","plans":[{"free":false,"name":"Launch","summary":"$39/user/mo annual or $45/user/mo monthly","features":["Contact and Account Management","Detailed Contact Reporting","Customizable Segmentation","Access to 100s of Integrations","Secure Mobile App"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":39,"period":"month","currency":"USD"}],"description":"Up to 5 users","contactSales":false,"includedLimits":{"users":"5"}},{"free":false,"name":"Growth","summary":"$59/user/mo annual or $65/user/mo monthly","features":["Everything in Launch","Imaging","Speak (compliant texting)","Process Workflows","Automation Triggers","Viewing Permissions","Document Storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Unlimited users. Most popular.","contactSales":false},{"free":false,"name":"Enterprise","summary":"Custom pricing. Minimum commitment required.","commitment":"annual","description":"Custom pricing for larger teams and advisor networks","contactSales":true}],"summary":"From $39/user/mo. 30-day free trial included.","currency":"USD","freeTier":false,"sourceUrl":"https://redtailtechnology.com/pricing","retrievedAt":"2026-08-24T09:47:12.303Z","freeTrialDays":30,"startingPrice":{"unit":"user","amount":39,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | - | no |
| pricing.model | commercial | commercial |
| pricing.price_level | - | mid |
| pricing.starting_price | - | `{"amount":39,"currency":"USD"}` |
| pricing.transparent | - | yes |
| security.soc2 | yes | - |

## Capabilities (Wealth Management)

| Capability | eMoney Advisor | Redtail Technology |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Schwab fidelity pershing custodial data sync | ✗ | ✓ |
| Monte carlo retirement simulation planning | ✓ | - |
| Automated portfolio rebalancing and tax loss harvesting | ✗ | - |
| Aum fee calculation and direct billing push | ✗ | - |
| Client facing white label portal and mobile app | ✗ | - |
| Sec finra compliant email and document archiving | ✗ | ✓ |
| Risk tolerance questionnaires and scoring | ✗ | - |
| Held away asset aggregation plaid byallaccounts | ✗ | - |
| Estate and tax planning scenarios | ✗ | - |
| SOC2 type ii | ✗ | - |
| ISO 27001 | ✗ | - |
| Pricing model | - | Flat monthly per user |

*Source: Vioscale. Generated 2026-09-01T16:51:33.181Z. "-" = undocumented, not absent.*