Fidelity Investments Acquires eMoney PFM Dashboard, Financial Planning Software Thrown In?

But the real news of the eMoney acquisition is that from the strategic perspective, it’s not clear if Fidelity was really aiming to acquire financial planning software, or if instead what they really wanted was eMoney’s best-in-breed Personal Financial Management (PFM) tool
In fact, what the eMoney acquisition may ultimately highlight is how woefully far behind other financial planning software tools have lagged in their

Financial Planning Software Of The Past, Present, And Future

Financial Software

From Calculator To Collaboration To Client Portal To Modular Planning
As financial planning has evolved to be primarily about the delivery of advice itself – not just for the sake of a product sale – so too has the software evolved, from a calculator to illustrate the outcome of a product or strategy recommendation, to a collaborative tool that can be used to formulate the