Wealth.com on Monday announced a strategic integration with Fidelity’s eMoney Advisor that the companies said will enable financial advisors on the Wealth.com platform to provide “more efficient, accurate and holistic estate and financial planning solutions to their clients.”
Through the use of AI, advisors will be able to “eliminate manual data entry and ensure real-time synchronization of financial data for a more fully integrated … wealth management experience,” the firms said.
The integration was completed and the enhanced functionality is available this month, allowing advisors to use eMoney data within the Wealth.com platform to accomplish three objectives, the firms said.
First will be the elimination of duplicative data entry, allowing advisors to lower their “administrative burden and reclaim time by streamlining workflows across estate and financial planning platforms,” the companies said.
Second will be to ensure data consistency and integrity. The integration will “minimize risk and error with real-time synchronization of key financial data, ensuring advisors and clients always operate from a single source of truth,” eMoney and Wealth.com said.
And third, the integration will allow for a unified planning experience because, “from the first financial projection to the final legacy document, advisors can now guide clients through a cohesive, tech-enabled journey that builds trust and deepens engagement,” the firms said.
Advisors taking advantage of the integration will be able to provide “stability, clarity and enduring value in any market environment,” according to eMoney and Wealth.com.
Amid this month’s market volatility, companies are “increasingly turning to holistic planning as a safe haven to deliver value beyond portfolio performance,” the companies said. “Legacy and estate planning have become essential pillars for building client trust and driving long-term retention.”
“Financial advisors have long been impeded by fragmented tools and time-consuming manual processes that have historically been part of the estate and financial planning process,” according to Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com.
“Our integration with eMoney eliminates that friction for wealth managers and will help them to deliver more accurate and timely estate planning advice to their clients,” Lohrfink said.
“The bookend to any successful financial plan is a well-constructed estate plan but for too long, that piece has lived outside the advisor’s core workflow,” Lorfink told WSR. “At Wealth.com, we’re addressing that fragmentation by embedding real-time visibility, intelligent automation, and AI-driven insights directly into the platforms advisors use every day. It’s not just about digitizing estate plans; it’s about equipping advisors with dynamic, integrated tools that elevate planning conversations and deliver lasting value to clients and their families.”
“We’re committed to streamlining and strengthening the financial planning process by offering powerful integrations with premier solutions that address diverse client needs,” said Luke White, Group Product Manager at eMoney.
White added: “We’re pleased to offer this integration with Wealth.com to help our joint clients build stronger client relationships through accessible, automated and efficient estate planning.”
Wealth.com said its services are used by over 800 wealth management firms.
In September, Wealth.com said it completed a $30 million Series A funding round led by venture capital firm and Alphabet subsidiary GV (formerly Google Ventures), designed to enhance its AI-enhanced estate planning capabilities.
In March, Wealth.com launched a Scenario Builder tool, an all-in-one estate planning modeling tool that it said was designed to give “advisors, wealth planners and estate attorneys insights into the potential impacts of various strategies on a client’s estate.”
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
