03.31.25

Fidelity's eMoney Adds Enhanced Needs Analysis

by: Leo Almazora

Fidelity-owned eMoney Advisor has released an updated version of its Needs Analysis feature, focusing on core planning topics such as retirement, education and spending goals. The tool offers a streamlined workflow that moves advisors from data entry through to deliverables. The updated version is aimed at helping financial professionals engage mass market and mass affluent clients more efficiently. "We believe [this tool] will allow advisors and firms to provide advice to more people and, ultimately, lead to deeper engagement as clients’ needs grow more complex," said Chad Porche, senior vice president of product management at eMoney.

Read the full article on InvestmentNews