Go Beyond Planning with Fidelity Wealthscape
Your clients' financial lives are complex, and your time is valuable. By quickly understanding how investments and strategies may affect your clients' goals, you can improve decision-making, demonstrate your value, and improve customer satisfaction.
With the integration of WealthscapeSM, Fidelity's brokerage platform, into eMoney's financial planning solution, you can better align your clients' portfolios and plans to help them meet their goals.
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Comprehensive Financial Planning that Evolves with Your Clients' Needs
With eMoney's comprehensive, scalable financial planning technology, advisors can meet a broad range of planning needs. To help advisors and firms access the appropriate solutions, we offer product packages that help deepen client engagement and potentially promote advisor success.
- Product Packages: Plus, Pro, and Premier
- Foundational Planning: Deliver More Plans to More Clients
- Advanced Planning: Most Comprehensive Set of Planning Capabilities
Gain a Comprehensive View of Client Financial Situations
Engage Clients with a Full View of Their Finances
Make it easy for your clients to view and manage their financial plans with an engaging client portal.
Deliver Financial Advice Digitally
Scale your business by leveraging the Fidelity Automated Managed Platform (AMP) to digitally manage, advise, and take action with your clients.
Bridge the Gap Between Digital and Traditional Investors
Give your clients more control over their Fidelity managed accounts with features like account opening, money movement and transfer of assets all within the eMoney Client Portal.
Simplify Account Opening
Reduce data entry and streamline account opening by passing client contact information directly from eMoney to Wealthscape's account opening system.
Log in Quickly and Easily
Streamline the log-in experience with single sign-on so you can easily navigate between eMoney and Wealthscape.
Access Your Clients' Documents Anytime
Upload, view, and share documents, including trade confirmations, statements, tax documents, and more, with the eMoney
Vault.
eMoney Advisors LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
The referenced integrations are between the WealthscapeSM platform and eMoney Advisor LLC's planning solutions, and may be in concert/conjunction with other FCCS technologies.771839.2.0