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- Morningstar Advisor Workstation
- eMoney-vs-Morningstar Advisor Workstation
Compare Morningstar Advisor Workstation and eMoney 
At a Glance
Market Segments
Small-Business (53.8% of reviews)
Small-Business (75.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
Morningstar Advisor Workstation
Star Rating
(174)4.2 out of 5
Market Segments
Small-Business (53.8% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar Advisor WorkstationeMoney
Star Rating
(45)4.5 out of 5
Market Segments
Small-Business (75.0% of reviews)
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that eMoney excels in customizable reporting, scoring 9.3, while Morningstar Advisor Workstation falls behind with a score of 7.5. Reviewers mention that eMoney's reporting features allow for tailored insights that meet specific client needs.
- Reviewers say that eMoney's client portal is a standout feature, achieving a score of 9.4, compared to Morningstar's low score of 5.4. Users on G2 highlight the ease of client engagement and communication through eMoney's portal, which enhances the overall client experience.
- G2 users mention that eMoney offers superior real-time data capabilities, scoring 9.6, while Morningstar Advisor Workstation only manages a score of 6.5. Reviewers say that this real-time functionality is crucial for making timely investment decisions.
- Users say that eMoney's quality of support is significantly better, with a score of 8.9, compared to Morningstar's 7.4. Reviewers mention that eMoney's support team is responsive and knowledgeable, which is vital for users needing assistance.
- Reviewers mention that eMoney's platform performance in reporting is rated at 8.6, while Morningstar Advisor Workstation's performance is not as strong. Users report that eMoney provides more efficient and effective reporting tools that streamline their workflow.
- Users on G2 highlight that eMoney's data aggregation capabilities score 8.7, whereas Morningstar's integration features only score 6.9. Reviewers say that eMoney's ability to consolidate data from various sources is a significant advantage for financial advisors.
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Pricing
Entry-Level Pricing
Morningstar Advisor Workstation
No pricing availableeMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
Morningstar Advisor Workstation
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
8.3
142
9.0
36
Ease of Use
6.9
171
8.4
36
Ease of Setup
7.6
123
8.5
23
Ease of Admin
7.5
31
9.1
9
Quality of Support
7.4
124
8.9
36
Has the product been a good partner in doing business?
8.7
37
9.1
9
Product Direction (% positive)
7.4
142
9.4
36
Features by Category
Financial Information
7.9
85
Not enough data
7.0
85
Not enough data
Analysis
7.7
83
Not enough data
7.7
84
Not enough data
7.7
81
Not enough data
6.0
81
Not enough data
6.4
80
Not enough data
Market News
6.2
82
Not enough data
7.4
82
Not enough data
6.8
82
Not enough data
Platform Basics
5.9
82
Not enough data
6.3
82
Not enough data
Functionality
7.5
97
9.3
9
7.9
97
8.3
9
Feature Not Available
9.4
9
6.0
93
8.3
9
6.5
94
9.6
9
6.6
92
8.7
9
7.6
69
9.2
6
Integration
6.9
93
8.7
9
5.9
92
8.7
9
7.0
93
8.3
9
Platform Additional Functionality
Not enough data
8.9
21
Not enough data
9.0
20
Platform Content
Not enough data
8.2
18
Not enough data
8.5
19
Platform Data
Not enough data
9.4
21
Platform Interoperability
Not enough data
7.9
19
Platform Performance
Not enough data
8.6
20
Categories
Categories
Shared Categories
Morningstar Advisor Workstation and eMoney are categorized as Investment Portfolio Management
Unique Categories
Morningstar Advisor Workstation is categorized as Financial Research
eMoney is categorized as Financial Analytics
Reviews
Reviewers' Company Size
Morningstar Advisor Workstation
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
72.8%
Investment Management
13.3%
Banking
5.2%
Insurance
2.3%
Investment Banking
1.7%
Other
4.6%
Financial Services
90.9%
Consulting
2.3%
Marketing and Advertising
2.3%
Investment Management
2.3%
Banking
2.3%
Other
0.0%
Most Helpful Reviews
Morningstar Advisor Workstation
Most Helpful Favorable Review
Verified User in Accounting
The ease of use, the reporting features, investing advice, research at your fingertips
Most Helpful Critical Review
Verified User in Financial Services
Service...waiting 2 weeks for information on why we were double billed, still waiting for refund.
eMoney
Most Helpful Favorable Review
Verified User in Financial Services
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
Most Helpful Critical Review
Verified User in Financial Services
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
Verified User in Accounting
The ease of use, the reporting features, investing advice, research at your fingertips
Verified User in Financial Services
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
Verified User in Financial Services
Service...waiting 2 weeks for information on why we were double billed, still waiting for refund.
Verified User in Financial Services
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
Alternatives
Discussions
Morningstar Advisor Workstation has no discussions with answers
What types of planning capabilities does eMoney provide?
1 comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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