An Integrated Digital Planning and Advice Solution

A planning-first approach meets a self-directed investment platform in the industry’s first digital planning solution delivered through financial advisors, co-developed with Fidelity Investments®.

Automated Client Journey

With a dynamic lead capture, goal planning, and investor self-registration workflow, leverage the power of automation to scale your business.

A Gateway to Brokerage Execution

Enable self-directed investors to move effortlessly from planning to action with access to Fidelity Investment’s® WealthscapeSM platform from within the emX Suite.

Unmatched Client Experience

Investor access to eMoney’s Client Portal helps you efficiently serve a larger investor-base without sacrificing productivity or the client experience.

Side-by-Side Management

See digitally- and fully-advised clients within a single platform, track opportunities, and deliver a consistent experience as the need for advice grows.

Basic and Premium Marketing Resources

Leverage turnkey marketing and adoption resources to build brand awareness and execute a successful digital advice launch.

Automated Client Journey

With a dynamic lead capture, goal planning, and investor self-registration workflow, leverage the power of automation to scale your business.

A Gateway to Brokerage Execution

Enable self-directed investors to move effortlessly from planning to action with access to Fidelity Investment’s® WealthscapeSM platform from within the emX Suite.

Unmatched Client Experience

Investor access to eMoney’s Client Portal helps you efficiently serve a larger investor-base without sacrificing productivity or the client experience.

Side-by-Side Management

See digitally- and fully-advised clients within a single platform, track opportunities, and deliver a consistent experience as the need for advice grows.

Basic and Premium Marketing Resources

Leverage turnkey marketing and adoption resources to build brand awareness and execute a successful digital advice launch.

Let’s Get Started!

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We work with you to customize and configure our tech to meet your unique needs.

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