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eMoney Advisor
eMoney Advisor, a Fidelity Investments company, provides wealth management and financial planning technology solutions to financial advisors, firms, and enterprises to help them deliver an exceptional client experience.
Email: sales@emoneyadvisor.com
Phone: 1-888-362-8482
Web: https://emoneyadvisor.com/
products
eMoney Financial Planning Software
A robust financial planning software that includes asset allocation tools, client portals, and real-time financial insights to enhance the client-advisor relationship and streamline planning processes..
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eMoney Pro
Category: Advisor Platforms
An integrated financial planning software that allows financial advisors to create interactive, holistic financial plans and engage clients effectively through an easy-to-use interface..
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