About eMoney Advisor
Comprehensive financial planning software platform owned by Fidelity Investments (acquired 2015). Provides cash flow planning, Monte Carlo analysis, account aggregation, and client portal for financial advisors.
Products & Solutions
eMoney Pro
Cash flow-based financial planning for complex needs
eMoney Plus
Streamlined goals-based financial planning
eMoney Premier
Combined goals-based and cash flow planning
Account Aggregation
Client financial data aggregation and connections
Solution Categories
Wealth ManagementData AggregationDigital Banking
Target Markets
Private BanksRetail BanksFintechs
Deployment Options
CloudSaaS
Customers
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