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Strengthen client relationships with eMoney's financial planning software.

Take Your Planning Relationships to the Next Level

Your clients' financial needs and goals are constantly evolving, which is why they choose to work with an experienced financial professional to help them achieve those goals. With consolidated end-to-end planning, interactive side-by-side scenario planning, and retirement planning, eMoney will showcase your expertise.

Discover how eMoney can help maximize your value, streamline the financial process, and simplify your clients' financial lives. Start your free trial today!

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Trusted by Top Firms Nationwide

  • Fidelity
  • Allianz
  • B Riley
  • XYPN Logo
  • Pacific logo
  • Private Advisor Group
  • HB-Wealth
  • Merit
  • Triad
  • FNBO
  • Dynasty
  • CSenge
  • Coastal Equities
  • AE Wealth

Solutions for Every Planning Need

With solutions to support any type of client, through any type of situation, you can confidently guide your clients anywhere they want to go, using the planning method you prefer.

RECOMMENDED

The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs.

Goals-based and cash flowplanning solutions in a singleplatform that enables planningfor all clients regardless of financial situations.

A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.

Perfect for advisors who need:

Perfect for advisors who need:

Perfect for advisors who need:

to support clients who have complex planning situations

to be able to quickly create a plan

robust tools that match the high level of planning provided

a solution to serve clients with basic needs

eMoney Premier Includes:

interactive planning technology to help clients visualize the impact of their decisions

a scalable, personalized client experience

Topical Planning

Goals-based planning

eMoney Plus Includes:

eMoney Pro Includes:

Cash flow-based planning

Topical Planning

Topical Planning

CoPlanner

Goals-based planning

Cash flow-based planning

Premium Client Portal

CoPlanner

CoPlanner

Market-leading account aggregation

Client Portal

Client Portal

Spending and budgeting tools

Market-leading account aggregation

Market-leading account aggregation

Insights and data

Spending and budgeting tools

Spending and budgeting tools

Secure file sharing and storage

Insights and data

Insights and data

Business analytics

Secure file sharing and storage

Secure file sharing and storage

Powerful integrations

Business analytics

Business analytics

Powerful integrations

Powerful integrations

Integrations

Deliver value-adding access to the financial technology applications your firm relies on most.

eMoney Features

Start conversations that create an immediate impact. Deliver quick, targeted analyses for individual goals like retirement, education, and protection. Generate interest fast and open the door to deeper, planning conversations.

Engage Prospects Quickly with Needs Analysis

Create financial plans up to 48% faster with automated insights that turn client data into ready‑to‑use planning actions.

Plan Faster with CoPlanner

Spend less time entering and managing data with direct data feeds to the financial institutions your clients use most—ensuring the data fueling your advice is accurate and up to date.  

Aggregate Account Data

Give clients everything they need to explore financial topics, track progress toward goals, and stay connected to you between meetings with a premium mobile app that keeps them engaged, informed, and invested in their financial journey.

Improve Client Engagement

Industry Recognition

Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition. 

Request Your Free Trial Today

Discover how eMoney can help maximize your value, streamline the financial process, and simplify your clients' financial lives.

REQUEST FREE TRIAL

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. Members NYSE, SIPC.

 

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1150035.1.0

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