eMoney Advisor, the financial planning software provider owned by Fidelity Investments, has announced key updates to address a critical pain point for RIA firms.
The wealth tech firm revealed announced that it has enhanced its OpenAPI program, eMoney Access, which allows financial organizations to integrate or customize the company’s financial planning technology within their own platforms.
The program aims to streamline workflows, improve efficiency, and enhance both advisor and client experiences through customizable components and API integrations.
eMoney Access offers more than 250 endpoints and seven pre-built components – including net worth, asset allocation, and goal summary modules – to help firms quickly implement the technology.
According to Ricky Illigasch, eMoney's vice president of product management, the program addresses a key industry challenge.
“The lack of integration between technology systems is a top pain point for firms,” Illigasch said in a statement.
“By syncing data through eMoney Access, firms will eliminate data silos, gain a deeper understanding of client information, increase efficiency, and increase the accuracy of financial plans.”
The program currently supports more than 50 firms, enabling a variety of use cases such as client data syncing, user administration, custom reporting, and client experience enhancements.
With its flexible integration options, eMoney Access is designed to fit into firms’ diverse and unique tech ecosystems, the fintech provider said.
“With eMoney Access, firms can use eMoney their way and deliver their ideal financial planning technology experiences,” Illigasch added.
eMoney’s latest update comes on the heels of other enhancements it revealed for its interactive planning tool, Decision Center, which included a visual refresh to its interface.
Its parent company, Fidelity, also revealed new tech offerings geared toward small- to mid-level RIAs earlier this month, which include an advisory bundle that brings together access to eMoney’s capabilities with Wealthscape, Fidelity’s robust brokerage platform and a new managed account offering from Fidelity, FMAX Essentials.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
