emoney

Engage Prospects Quickly with Needs Analysis

Looking to capture client interest fast and initiate impactful planning conversations?

Request a Demo Today!

Needs Analysis is a targeted, single-goal planning solution from eMoney, designed to help you engage prospects and clients quickly by focusing on essential financial topics like retirement, education, and major purchases. 


Available in eMoney Plus, Pro, and Premier!

Effortless Personalized Planning

Capture Client Interest Instantly

Capture client interest quickly with focused, relevant discussions on key financial topics like retirement, education, and major purchases using minimal data. 

Simplify Complex Topics

Needs Analysis enables you to start meaningful dialogues with clients about their financial futures by simplifying complex topics and making it easy for clients to understand and see the value in your offerings.

Save Time and Enhance Efficiency

Designed for ease of use, Needs Analysis is perfect for both new and experienced financial professionals who want to quickly turn client goals into actionable strategies.

Build a Graduation Path to Holistic Planning

Scale service across your business with right-size planning conversations, from targeted, topical conversations to holistic, goal-based, and comprehensive cash-flow planning solutions and an engagement model that aligns with every client need.

Engage and Delight More Clients

Save time collecting valuable planning data

Gain trust earlier in the planning process

Deepen relationships with a view into clients' full financial pictures

Featured Topics

Quickly enable retirement conversations and deliver personalized, impactful retirement options without the need for extensive data.

Retirement

Help clients prepare for future education expenses by demonstrating how their current assets, future savings, and growth contribute to achieving their education goals.

Education

Empower clients to quickly understand how they can save for significant expenses by demonstrating how dedicated funding strategies can help them confidently meet their goals.

Spending

Quickly identify coverage shortfalls with our Life Insurance Gap Analysis module, showing clients effective strategies to secure their financial future against the unexpected.

Life Insurance

With many additional topics on our development roadmap, eMoney will continue to build out the functionality you need to serve your growing business.

Additional Topics

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 a Demo Today

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

REQUEST DEMO

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

©2025 eMoney Advisor, LLC.

Privacy.   Security.   Developer Site.   Code of Conduct.   Disclosure.   California Applicant Privacy Disclosures.   Do Not Sell or Share My Personal Information