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aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

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eMoney Advisor›
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eMoney Pro

eMoney Advisor› offers eMoney Pro

Product
Currently Offered

eMoney Pro is eMoney Advisor's cash-flow-based financial planning workstation for advisors, owned by Fidelity Investments.

Overview
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eMoney Pro is the flagship financial planning workstation built by eMoney Advisor, a Fidelity Investments subsidiary, for independent and broker-dealer financial advisors. The platform supports cash-flow planning, goals-based planning, retirement and tax modeling, estate scenarios, and Monte Carlo simulations, complemented by a CoPlanner workspace that lets clients and advisors build plans collaboratively in real time.

Subscribers get account aggregation, an industry-leading client portal, advanced reporting, automated insights that surface ready-to-use planning actions, and integrations with custodians and CRMs. eMoney Pro competes head-to-head with Envestnet MoneyGuidePro and Morningstar Direct Advisory Suite as one of the two market-share leaders in advisor financial planning software.

eMoney Pro - Research Notes

  • eMoney Pro is the flagship cash-flow-based financial planning workstation from eMoney Advisor, a Fidelity Investments subsidiary. The platform enables independent and broker-dealer financial advisors to build comprehensive financial plans spanning retirement, tax, estate, and insurance scenarios with Monte Carlo simulations.

    The CoPlanner feature allows advisors and clients to collaborate on plans in real time, while the Decision Center surfaces ready-to-use planning actions and what-if comparisons. eMoney Pro integrates account aggregation, a client portal, advanced reporting, and CRM custodian connections, competing directly with Envestnet MoneyGuidePro and Morningstar Direct Advisory Suite.

eMoney Pro - Classification

Industry
  • Financial Technology Companies
Technology
  • FinTech
Model
  • SaaS Platform
Customer
  • Enterprises

eMoney Pro - Direct Competitors

  • Morningstar

    Morningstar logo

    Direct Advisory Suite

    morningstar.com

  • Envestnet

    Envestnet logo

    MoneyGuidePro

    envestnet.com

AttributeeMoney ProDirect Advisory SuiteMoneyGuidePro
ProvidereMoney Advisoremoneyadvisor.com$250M raised · Acquired SubsidiaryMorningstarmorningstar.com$91M raised · PublicEnvestnetenvestnet.com$1.4B raised · Public
Founded200019841999
Sells ToEnterprisesIndividuals, InstitutionalEnterprise
Pricing ModelB2B SubscriptionSubscription—
Ownership—Public, Public-Private Partnership—
eMoney Pro

Provider eMoney Advisoremoneyadvisor.com$250M raised · Acquired Subsidiary

Founded 2000

Sells To Enterprises

Pricing Model B2B Subscription

Ownership —

Direct Advisory Suite

Provider Morningstarmorningstar.com$91M raised · Public

Founded 1984

Sells To Individuals, Institutional

Pricing Model Subscription

Ownership Public, Public-Private Partnership

MoneyGuidePro

Provider Envestnetenvestnet.com$1.4B raised · Public

Founded 1999

Sells To Enterprise

Pricing Model —

Ownership —

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