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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!

Our market-leading, best-in-class financial planning solutions enable you to build trusted plans, operate efficiently, and scale your business.

Improve Efficiency

Promote Client Engagement

Plan for Every Possibility

Generate reports, update plans, or review client assets with a single centralized product. eMoney helps take the hassle out of routine work while still ensuring accuracy.

Foster client engagement and increase satisfaction with comprehensive financial planning tools, detailed data visualizations, and our interactive client portal.

Showcase your expertise and increase long-term confidence by delivering deeply personalized, comprehensive plans that consider your client's complete financial picture.

of eMoney clients saw improved AUM since using eMoney

of eMoney clients saw increased revenue since using eMoney

saw improvement in attracting new clients since using eMoney

Source: eMoney ROI Research, November 2023

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.

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

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

Goals-based and cash flow planning solutions in a single platform that enables planning for all clients regardless of financial situations.

Perfect for advisors who need:

Perfect for advisors who need:

Perfect for advisors who need it all.

to be able to quickly create a plan

to support clients who have complex planning situations

a solution to serve clients with basic planning needs

robust tools that match the high level of planning provided

a scalable, personalized client experience

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

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. 

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

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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