Go Beyond Planning with Fidelity Wealthscape

Your Clients' Financial Lives are Complex, and Your Time is Valuable

By quickly understanding how investments and strategies may affect your clients' goals, you can improve decision-making, demonstrate your value, and improve customer satisfaction.


With the integration of WealthscapeSM, Fidelity's brokerage platform, into eMoney's financial planning solution, you can better align your clients' portfolios and plans to help them meet their goals.

INTERESTED IN A DEMO?

One Platform for Any Journey

eMoney solutions enable you to confidently plan for every type of client, no matter their age or stage of life, using the planning method you prefer.

eMoney Logo Plus

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

Perfect for advisors who need:

  • to be able to quickly create a plan
  • a solution to serve clients with basic planning needs
  • a scalable, personalized client experience
eMoney Logo Pro

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

Perfect for advisors who need:

  • to support clients who have complex planning situations
  • robust tools that match the high level of planning provided
  • interactive planning technology to help clients visualize the impact of their decisions
eMoney Logo Premier

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 it all.

premier products together