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eMoney Advisor
from Fidelity Investments
A comprehensive financial planning platform acquired by Fidelity that offers client-facing dashboards, interactive planning tools, advanced analytics, scenario planning, estate planning, and secure document storage. It provides advisors with insights to create personalized financial plans.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
eMoney Advisor
Publicly available data, summarised using AI.
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