UGRU CRM Software vs eMoney
Return to Comparisons View Complete List
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UGRU
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eMoney
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Advisor Pro
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emX Select
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emX
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emX Pro
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| CRM | ||||
| Territory Management | ||||
| Interaction Tracking | ||||
| Task Management | ||||
| Email Segregation | ||||
| Call Segregation | ||||
| Task Segregation | ||||
| Past Due Segregation | ||||
| Today/Tomorrow/Week Segregation | ||||
| Lead Only | ||||
| By Importance | ||||
| Assign Task to Calendar | ||||
| Task Search | ||||
| Users Can Play Multiple Roles | ||||
| Data Management | ||||
| Validation | ||||
| Duplication Recognition | ||||
| Archiving | ||||
| Import Mapping | ||||
| Mass Import | ||||
| Mass Export | ||||
| Granular Search Filter | ||||
| Saved Searches | ||||
| Contact | ||||
| Activity | ||||
| Opportunity | ||||
| Account | ||||
| Customizable Data Fields | ||||
| Convert Individual File to Entity (One Click) | ||||
| Change Primary to Spouse (One Click) | ||||
| Contact Tagging System | ||||
| Lead Management | ||||
| Lead Source | ||||
| Lead Web Capture | ||||
| Lead Routing | ||||
| Mass Reassignment | ||||
| Lead Referral Tracking | ||||
| Lead Segmentation | ||||
| Sales | ||||
| On Demand Call Scripts | ||||
| Team Selling | ||||
| Pipeline Management | ||||
| Quote Generator | ||||
| Proposal Generator | ||||
| Joint Lead Management | ||||
| Marketing | ||||
| Built-in email Included | ||||
| Integrated with Outlook | ||||
| Mass email Included | ||||
| MASS Emails per Batch (over 20k per day) | ||||
| View emails through CRM | ||||
| Keep Existing email | ||||
| Email Saved for Audits | ||||
| Red Flag word search | ||||
| Email and Mail merge wizards | ||||
| Automation | ||||
| Design Editor | ||||
| Drip | ||||
| Compliance | ||||
| HIPAA | ||||
| FINRA | ||||
| Security | ||||
| Encryption Strength - A+ | ||||
| Security Headers A or B | ||||
| Secure Offsite Data Storage | ||||
| Backup and Disater Recovery | ||||
| Redundant Locations | ||||
| Financial Planning | ||||
| Third Party Integrations | ||||
| Aggregation | ||||
| Goal-Based Planning | ||||
| Needs Analysis | ||||
| Advisor Analytics | ||||
| Cash Flow Planning | ||||
| Estate Planning | ||||
| Advanced Planning | ||||
| Investment Planning | ||||
| Retirement Income | ||||
| Decision Center (Recommends) | ||||
| Market Dynamics | ||||
| Liquid Asset Priority | ||||
| Destination Trax | ||||
| Reverse Mortgage | ||||
| Mortgage Acceleration | ||||
| Roth Ira Conversion | ||||
| Guaranteed Income Benefit | ||||
| Term Life/LTC Calculator | ||||
| Fixed Asset Reallocation | ||||
| Advisor Branded Media | ||||
| Native CRM Integration | ||||
| Allows for Pre-Retirement Cash Flow Planning | ||||
| Integration with Account Aggregation | ||||
| Accounts for Budgeting of Replacement Costs | ||||
| Built-in Budgeting and Cash Flow | ||||
| Ability to Adjust Life Premiums/Face Values in any Year | ||||
| Total Control over Printing | ||||
| Ability to Perform any and all Advanced "What-If" Scenarios | ||||
| Input Spousal Data Separately | ||||
| Ability to set Client and Spouse Retirement Dates Independently | ||||
| Ability to set independent SS start years for client and spouse | ||||
| Ability to control withdrawals using 70.5 required minimum distributions | ||||
| Ability to control withdrawals using 72t Distributions | ||||
| Investment Account Payout Method Control | ||||
| Reverse Mortgage tools displays either amount needed to fund or surplus | ||||
| Reverse Mortgage tool allows for surplus reinvestment into existing account | ||||
| Ability to plan Reverse Mortgages years into the future of the plan | ||||
| Ability to spread tax bill of Roth conversion over multiple years | ||||
| Ability to start and stop asset withdrawals in any year | ||||
| Ability to start a new asset in any year, even after retirement | ||||
| Ability to set tax inclusion rate on each asset separately | ||||
| Report that aggregates asset withdrawal taxes in every year | ||||
| Ability to set unique RoR on each asset | ||||
| Assets listed w/Data (values, years utilized, contributions, RoR, taxes etc...) | ||||
| Ability to account for dividend rates | ||||
| Ability to account for turnover rates | ||||
| Tests for short and long term cap gains taxes within one account | ||||
| Accounts for transaction costs per year and transaction frequency | ||||
| Account Distribution auto calculates withdrawal limits and distribution penalties | ||||
| Annuity Planning allows for premium bonuses, GIB return, and exclusion ratios | ||||
| Ability to Account for Fixed Assets (D.B. Pension Plans/Annuitized Annuities) | ||||
| Control Over Pensions Between the Two Spouses Separately | ||||
| Ability to Set an Annual COLA Rate for Fixed Assets | ||||
| Ability to Have Pensions and Other Assets Pay a Death Benefit to Cash Flow | ||||
| Displays When You'll Probably Run Out of Money (AKA "Gap funding") | ||||
| Multiple Layers of Annual Inflation of Income and Expense | ||||
| Displays Life Expectancy Using IRS Unisex Mortality Tables | ||||
| Displays Total Current Value of Assets and Annual Contributions | ||||
| Accounts for Any and All Types of Assets | ||||
| Displays Assets Needed After Non-asset Incomes are Accounted For | ||||
| Comes With a Detailed Fact Finders for Gathering Data From Clients | ||||
| Comprehensive Training that Shows Users how to Do Everything | ||||
| Ability to Save Hard Copies of a Plan to Hard Drive | ||||
| Business Management | ||||
| Bookkeeping | ||||
| Unlimited Bank Accounts | ||||
| Reports to Dashboard | ||||
| Record/Process Accounting Transactions | ||||
| Accounts Payable/Receivable | ||||
| General Ledger, P&L and Balance Sheet | ||||
| Invoicing | ||||
| Purchase Order | ||||
| Query, reconcile, drilldown, journal, timesheet | ||||
| Permissions Based | ||||
| Workflow Management | ||||
| Linear workflows | ||||
| "If, Then" Logic Workflows | ||||
| Trigger Automation | ||||
| "Jump to" Tasks | ||||
| Workflow Task Synced to Calendar | ||||
| Pre-Built Workflows | ||||
| Operation Templates | ||||
| Staff Acquisition | ||||
| Staff Maintenance | ||||
| Staff Termination | ||||
| Client Acquisition | ||||
| Client Maintenance | ||||
| Client Termination | ||||
| Vendor/Partner Acquistion | ||||
| Vendor/Partner Maintenance | ||||
| Vendor/Partner Termination | ||||
| Document Management | ||||
| Total Storage Greater than 5 GB/user | ||||
| File Size up to 50 MB | ||||
| Permissions Based | ||||
| Drag/Drop | ||||
| Thumbnail View | ||||
| Search | ||||
| W.O.R.M. (Write Once Read Many) | ||||
| File Collaboration | ||||
| Audio Formats | ||||
| Video Formats | ||||
| Image Formats | ||||
| Doc Formats | ||||
| PDF Formats | ||||
| Excel Formats | ||||
| PPT Formats | ||||
| Operations Library | ||||
| Tagging Codes | ||||
| Tagging Code List | ||||
| Tagging Code Search | ||||
| Tagging Code Manager | ||||
| Email Manager | ||||
| Document Manager | ||||
| Scripts Manager | ||||
| Collateral - Templates | ||||
| Human Resources | ||||
| Employee Handbook Template | ||||
| Staff Aqcuisition email/doc templates | ||||
| Staff Maintenance email/doc templates | ||||
| Staff Termination email/doc templates | ||||
| Calendar | ||||
| Group Calendar | ||||
| Calendar invite via email | ||||
| Internal Communications | ||||
| Business Planning | ||||
| Pro forma Builder | ||||
| Communicates with CRM | ||||
| Reporting | ||||
| Key Performance Indicators (KPI's) | ||||
| Dashboards | ||||
| Real Time | ||||
| Sales Forecasting | ||||
| Pipeline | ||||
| User Activity | ||||
| Standard Reports | ||||
| Custom Reports | ||||
| Email Analytics | ||||
| Crystal Reports | ||||
| Email Reports | ||||
| Report Export | ||||
| Campaign ROI Reporting | ||||
| Mobile Functionality | ||||
| Free | ||||
| Calendar | ||||
| Group | ||||
| Calendar invite via email | ||||
| Client File Data | ||||
| View | ||||
| Add | ||||
| Edit | ||||
| Delete | ||||
| Click-to-Call | ||||
| Opportunities | ||||
| View | ||||
| Add | ||||
| Edit | ||||
| Delete | ||||
| Workflows | ||||
| View | ||||
| Add | ||||
| Edit | ||||
| Delete | ||||
| Tasks | ||||
| View | ||||
| Add | ||||
| Edit | ||||
| Delete | ||||
| Internet Access | ||||
| Client Portal | ||||
| Documents | ||||
| Mobile | ||||
| Android | ||||
| Apple iOS | ||||
| Browser | ||||
| Chrome | ||||
| Safari | ||||
| Firefox | ||||
| Permissions | ||||
| Roles | ||||
| Territory | ||||
| Documents | ||||
| Support | ||||
| 1 on 1 Training | ||||
| Business Hours support | ||||
| Customization | ||||
| eDocument Migration | ||||
| eMail Set up | ||||
| File Migration | ||||
| Free Demo | ||||
| Live Chat support | ||||
| On Demand Training Video | ||||
| Service Level Agreement (SLA) | ||||
| Training Video Library | ||||
| Training Webinar | ||||
| Zapier App Integrations | ||||
| Partner Relationship Mngmt (PRM) | ||||