Planning Solutions

Holistic financial planning solutions to strengthen your client relationships

Financial planning can help you uncover what’s most important to your clients, connect financial decisions to life goals, and deliver a more personalized planning experience so you can give clients the support they need at every stage of their wealth management journey.

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Connect

Bridge the gap between planning conversations and implementation with an integrated planning and brokerage experience.

Engage

Drive stronger engagement and informed decision-making to help clients better understand their financial picture, stay connected to their goals, and take action with confidence.

Navigate

Adapt to the evolving needs of clients with planning intelligence to support clients across their financial journey, from foundational planning conversations to more complex wealth management needs.

Grow faster, smarter, further with a comprehensive, flexible tech stack with integrated financial planning

Build your own integrated solution with the support of experts.

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Move from planning to action with eMoney® and WealthscapeSM

Fidelity’s relationship with eMoney enables a deep and distinct integration using the power of eMoney’s planning platform with the excellence of Fidelity’s technology platform, Wealthscape. Bring planning insights and account data together to streamline the planning process, help clients identify and pursue their financial goals, and execute strategies through direct connections to Fidelity brokerage accounts. Our eMoney integrations are designed to help you move swiftly from planning to action, to strengthen advisor and end investor engagement.

For advisors

  • Move seamlessly between eMoney products and Fidelity's platform with easy, single sign-on.
  • Accelerate planning to action with our joint Transfer of Assets (TOA), money movement, service requests, and account maintenance.
  • Faster onboarding with client data pre-filled and easily import clients and combine into households.
  • Access and manage Fidelity brokerage documents from the eMoney Vault and collaborate via a shared task list for brokerage workflows.

For end-investors

  • Move seamlessly between eMoney products and Fidelity's WealthscapeSM platform with easy, single sign-on.
  • View brokerage and regulatory documents including statements and tax forms directly from eMoney Vault.
  • Manage account profiles and enroll in Electronic Delivery within the eMoney client site.
  • Receive alerts for required brokerage actions including money movement, account opening, and maintenance.
  • Complete on-demand investor transactions such as account opening, TOA, and money movement to quickly open and fund Fidelity accounts, saving time and reducing paperwork.

New Fidelity Bond Beacon® & eMoney integration

Plan with eMoneyContinueCancel  

  • Provide clients with in-depth and personalized insights using a wide variety of advanced planning techniques and what-if scenarios.

Optimize & execute with Bond Beacon

  • Efficiently model and execute bond strategies forpredictable retirement income
  • Construct diversified bond portfolios to optimize yield.

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Let's talk about solutions for your business.

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eMoney Advisors is a financial planning and wealth management software platform that helps advisors create financial plans, aggregate client financial data, model scenarios, manage client relationships with clients through a secure portal. eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. The referenced integetrations are between the Wealthscape platform and eMoney Advisor LLC's planning solutions, and may be in conjunction with other Fidelity Investments® technologies.

WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').

Fidelity Bond Beacon® is made available to financial intermediaries including registered investment advisers, retirement plan administrators, banks and family offices on a non-discretionary basis by Fidelity Capital Markets, a division of National Financial Services LLC, Member NYSE, SIPC ("NFS").

All screenshots used are for illustrative purposes only.

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