The self-led planning and budgeting tool – and eMoney’s first mobile app – is aimed at educating a broad audience about basic planning concepts and encouraging behavioral changes to help users achieve their goals in engaging and actionable ways. …
Accordingly, how much does eMoney cost?
At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.
Also question is, what is fidelity full view?
Full View is the convenient way to monitor your financial life, including investment accounts at Fidelity and elsewhere, retirement accounts, and credit card accounts.
Is there an app for eMoney?
eMoney – Mobile App for iPhone and Android.
Fidelity Full View is essentially Yodlee with Fidelity’s user interface. There are those who would never use a financial aggregation site, because if they get successfully hacked, all your accounts are at risk.
Best Financial Planning Software:
- Personal Capital — Open a free account.
- Money Tree.
- MoneyGuide Pro.
Security is one of the pillars upon which eMoney Advisor was built, and we are proud of the system we have implemented to protect the security and integrity of your data throughout every component of the eMoney Advisor service.
Best free personal finance software
- Buxfer. Perfect for managing personal finances. …
- HomeBank. Powerful finance software with handy reports to keep you on track. …
- AceMoney Lite. A great choice if your financial affairs are relatively straightforward. …
- GnuCash. Flexible enough for home users and small businesses. …
The best retirement planning tools and software include:
- Betterment Retirement Savings Calculator.
- Charles Schwab Retirement Calculator.
- Chris Hogan’s Retire Inspired Quotient Tool.
- Fidelity Retirement Score.
- Personal Capital Retirement Planner.
- Stash Retirement Calculator.
- The Complete Retirement Planner.
eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement.
eMoney Advisor is a cloud–based software-as-a-service (SaaS) platform that combines financial planning software, data aggregation, business analytics and other functions to help financial professionals build stronger client relationships, streamline business operations and drive revenue growth.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives.