eMoney Advisor

eMoney Plus is software for financial planners that includes goals-based planning and interactive client experiences.

eMoney’s Premier plan is a financial planning software package.

eMoney Pro is financial advisor software that includes complex planning solutions, estate planning, and what-if scenarios.

The page discusses factors driving holistic wealth planning, including fee compression, regulatory pressures, the commoditization of investment management, and clients’ evolving needs. It also refers to Fidelity’s Advice Value StackSM.

The Heart of Advice Blog from eMoney aspires to help financial advisors navigate the complexities of building productive relationships.

The page outlines eight considerations for deciding whether to buy or build software for a firm.

Financial planning compliance is a top consideration when implementing fee-based or fee-only financial planning.

eMoney’s leadership team has decades of experience, diverse perspectives, and expertise across industries. The team contributes to company culture and delivers financial planning software, training, and support.

For 25 years, eMoney has provided full-spectrum planning solutions and is trusted by over 109,000 financial professionals. The page describes how its commitment to innovation has shaped its history.

For over 20 years, eMoney’s financial planning software has helped people talk about money.

eMoney received the Wealth Management Product of the Year award in the 2026 FinTech Breakthrough Awards for its Premium Client Portal. The award recognizes the portal’s role in helping advisors deliver a modern, collaborative, and personalized financial planning experience.

eMoney provides financial planning software and solutions for advisors, planners, RIAs, and others, designed to help people talk about money.

The eMoney Advisor privacy notice describes its privacy policies and steps to protect personal information.

eMoney Advisor celebrates its 25th anniversary after a quarter-century of delivering interactive, in-depth financial planning solutions to advisors and wealth management firms.

Jan 2025eMoney AdvisorNews article

eMoney Advisor expands its platform integration capabilities within the Fidelity ecosystem. The expansion provides enhanced data management and collaborative tools for financial advisors and investors.

Jun 2024eMoney AdvisorNews article

eMoney Advisor launches eMoney Pro, a comprehensive cash-flow-based financial planning platform designed for financial advisors and wealth management firms. The platform features interactive planning tools and client collaboration capabilities.

Jan 2024eMoney AdvisorNews article

eMoney Advisor partners with enterprise wealth management firms and independent RIAs to deliver interactive financial planning tools and client engagement solutions.

Sep 2023eMoney AdvisorNews article