eMoney Pro
Provider 
Founded 2000
Sells To Enterprises
Pricing Model B2B Subscription
Ownership —

eMoney Pro is eMoney Advisor's cash-flow-based financial planning workstation for advisors, owned by Fidelity Investments.
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.
| Attribute | eMoney Pro | Advisor Operating Platform | Direct Advisory Suite | MoneyGuidePro | |
|---|---|---|---|---|---|
| Provider | |||||
| Founded | 2000 | 2025 | 1984 | 1999 | |
| Sells To | Enterprises | B2B | Individuals, Institutional | Enterprise | |
| Pricing Model | B2B Subscription | B2B Subscription | Subscription | — | |
| Ownership | — | Venture-backed private company | Public, Public-Private Partnership | — |
Provider 
Founded 2000
Sells To Enterprises
Pricing Model B2B Subscription
Ownership —
Provider 
Founded 2025
Sells To B2B
Pricing Model B2B Subscription
Ownership Venture-backed private company
Provider 
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Public, Public-Private Partnership
Provider 
Founded 1999
Sells To Enterprise
Pricing Model —
Ownership —
Orion Advisor Technology