Wells Fargo Advisors Launches Access to eMoney Planning Tool

October 13th, 2021, 12:00 AM

Wells Fargo Advisors (Wells Fargo) recently announced that it continues to expand access to the popular eMoney Advisor financial planning software across its 13,000-advisor sales force. The rollout for the eMoney planning tool began earlier this year and will continue through 2022. 

eMoney is owned by Fidelity Investments and has been widely adopted, particularly among registered investment advisors, independent brokers, and regional firms. A Wells Fargo manager stated the eMoney planning tool could be helpful in retention and recruiting as many advisors have adopted eMoney as one of the tech tools they have utilized after leaving wirehouse firms. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Wells Fargo Advisors Launches Access to eMoney Planning Tool

October 13th, 2021, 12:00 AM

Wells Fargo Advisors (Wells Fargo) recently announced that it continues to expand access to the popular eMoney Advisor financial planning software across its 13,000-advisor sales force. The rollout for the eMoney planning tool began earlier this year and will continue through 2022. 

eMoney is owned by Fidelity Investments and has been widely adopted, particularly among registered investment advisors, independent brokers, and regional firms. A Wells Fargo manager stated the eMoney planning tool could be helpful in retention and recruiting as many advisors have adopted eMoney as one of the tech tools they have utilized after leaving wirehouse firms. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All