eMoney Advisor
Financial planning platform with cash flow and goals-based tools, owned by Fidelity.
emoneyadvisor.comeMoney Advisor sells financial planning software to advisors in Plus, Premier and Pro tiers, with an enterprise option. Its site lists Monte Carlo analysis, account aggregation, a client portal and a plan summary view.
Fidelity Investments acquired eMoney in February 2015, and it operates as a Fidelity subsidiary. It is based in Radnor, Pennsylvania. Trade press reported that Fidelity veteran Edward O'Brien became chief executive in March 2026, succeeding founder Edmond Walters.
What it does
- Goals-based planning
- Cash flow planning
- Monte Carlo analysis
- Account aggregation
- Client portal
Named by others in this directory
Coverage
No stories on eMoney Advisor in our recent coverage yet. Follow it and we’ll email you when one runs.
Others in Financial planning
All Financial planning vendors- Asset-MapVisual client discovery and financial mapping software for advisor meetings.
- Conquest PlanningCanadian-founded advice engine that ranks financial strategies for advisors and their clients.
- MoneyGuideGoals-based financial planning software from Envestnet, formerly MoneyGuidePro.
- RightCapitalFinancial planning software with tax features, a client portal and an AI planning agent.
- FP AlphaAI planning tool that reads client tax returns, wills and trusts and flags planning issues.
- HolistiplanTax planning software that reads client tax returns and models tax scenarios.