eMoney Advisor

eMoney Advisor makes financial planning software for financial advisors and planners at banks, broker-dealers and registered investment advisers. The company says its software is used by about 138,400 financial professionals across 2.4 million client sites. The company belongs to Fidelity Investments and is based in Radnor, Pennsylvania.

eMoney sells its planning platform in three tiers. Plus covers goals-based and topical planning for clients with simpler needs. "Premier" adds cash-flow-based planning alongside goals-based planning, and Pro is a cash-flow planning package for complex cases. Each tier includes CoPlanner for building plans together with clients, a client portal, account aggregation, spending and budgeting tools, secure file sharing and storage, and business analytics. Advisor Analytics shows client engagement and assets held away across an advisor's book. In October 2026 the company launched Financial Assessment, a digital tool that gives prospects and plan participants a personalized financial picture.

eMoney says it connects with more than 25 partner applications, from CRMs to risk analysis tools, and it runs a developer site. It hosts an annual user conference, eMoney Summit, which it says drew more than 1,400 financial professionals in 2026.