eMoney Advisor

Felcorp's eMoney Advisor capability

eMoney Advisor software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support is actively investing in developing our expertise on the eMoney Advisor platform as part of our commitment to expanding our US financial planning capabilities. Our paraplanning teams are currently undergoing structured training across eMoney's foundational and advanced planning modules, including investment planning, tax impact analysis, risk assessment, and scenario modelling. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support US-based advisory firms with financial plan construction and planning documentation within the eMoney environment.

Our teams are familiarising themselves with the platform's foundational and advanced planning workflows, portfolio analysis tools, and reporting capabilities to deliver paraplanning support for US advisory firms.

What is eMoney Advisor?

eMoney Advisor, owned by Fidelity, is a comprehensive financial planning software platform serving US financial professionals. It provides integrated planning, portfolio analysis, and household wealth management capabilities. eMoney offers both foundational goal-based planning and advanced multi-module planning for complex client scenarios, and is one of the most widely adopted planning platforms in the United States.

Key modules and components

• Foundational planning with step-by-step goals-based approach
• Advanced planning with multi-module financial analysis
• Investment planning with asset allocation and efficient frontier analysis
• Risk analysis and assessment tools
• Portfolio analysis and optimisation
• Cashflow management and budgeting
• Tax impact analysis
• Scenario planning and stress testing
• Morningstar fund data and asset classification integration

For more information about eMoney Advisor, visit the official website at emoneyadvisor.com.