eMoney Integration

eMoney

Financial Planning | Client Portal | Account Aggregation

Strengthen end-investor engagement with integrations from Fidelity & eMoney. By leveraging Wealthscape and eMoney’s tools you can move swiftly from identifying clients’ financial goals, to putting a plan in place, to an effortless execution by connecting directly to their Fidelity brokerage accounts.

Fidelity & eMoney Integration at a Glance

slide 1

Single Sign-On allows advisors and investors to move seamlessly between eMoney products and Fidelity’s platform.
Streamlined Client Import — Select the clients you would like to import from Fidelity’s platform into eMoney without any manual data entry.
View performance on Fidelity accounts from within the eMoney Client overview page and enable investors to view performance.** (requires separate purchase of Performance Measurement offered by eMoney Wealth Services)

slide 2

Household View feature allows investors to see all their accounts in one place. They can also manage account profiles and enroll in Electronic Delivery within the eMoney client site.
Enhanced Investor Self-Registration — Send clients a branded email and registration link with a single click.
Quickly move from planning to action by doing TOA’s, moving money, doing account maintenance and initiating service center requests, all from within an account in eMoney.

slide 3

Initiate and delegate brokerage tasks such as TOA, moving money, and account maintenance through a shared task list and complete those tasks from within eMoney.
Use pre-filled data from eMoney when opening accounts at Fidelity to avoid redundancy.

Base Platform Features

Everything you need to stay informed and engaged is at your fingertips with eMoney.

Click to Learn More

GROW your business with a streamlined lead capturing path and the ability to aggregate clients’ held away assets.

MAINTAIN relationships with your growing client base. Automatic email notifications keep clients informed, while screen sharing capabilities make it easier than ever to cultivate collaborative client-advisor relationships.

EVOLVE workflows with tools like task assignment and app/software integration. From the dashboard, quickly access your financial feed. Allowing you to stay on top of client activity and take action sooner.

DRIVE business anywhere, anytime with a fully functioning mobile experience. Upload and access important documents in the vault, while tracking your client’s assets under management (AUM).

Be the Center of Your Client’s Financial World

eMoney’s Client Portal gives advisors the tools they need to collaborate with clients while empowering their clients to take an active role in the planning process.

Client Portal Features

Click to see the List

ORGANIZER
Clients connect all their accounts for a consolidated view of their entire financial picture.

TRACK SPENDING
Help clients monitor their cash flow and gain insight into their spending habits so they stay on the right financial path.

SCREEN SHARE
Advisors can meet virtually with their clients wherever web access is available.

MOBILE
Provide clients with 24/7 access to their complete financial picture.

GOALS
Tools to show clients if they are on target to reach their most important goals.

INVESTMENTS
Interactive charts and detailed summaries increase each clients’ knowledge of their financial accounts.

BUDGETING TOOLS
Clients can set budgets to reach savings goals through their portal.

VAULT
Allow clients to safely store all their important files, and access them directly through eMoney.

EASY ONBOARDING
A dynamic, automated fact finding process that enables clients to quickly and easily launch their personal portal.

Platform Overview with Free Trial Offer

Contact us for a free eMoney Trial