
(9)
4.4 out of 5
Visit Website
Sponsored
Advent Portfolio Exchange (APX) pricing & plans
The following is a quick overview of editions offered by other Investment Portfolio Management Software
![]() Essential | $100.00100 per month + $5/monthly record keeping per active participant + 0.25% advisory fee + one-time implementation fee of $500 | An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
|
![]() Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments
|
![]() eMoney Plus | Free Trial1 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:
|
Various alternatives pricing & plans