eMoney introduces financial planning and wellness app: Tech To round up

eMoney introduces financial planning and wellness app: Tech To round up

News Highlights: eMoney introduces financial planning and wellness app: Tech To round up

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Fidelity Investments’ eMoney Advisor says it has launched Incentive, its customer-driven financial planning and wellness application recently tested by six companies.

Incentive is now available for use by retirement plan advisors and the app can be downloaded from the App Store and Google Play.

The tool – eMoney’s first mobile app – aims to educate a wide audience about basic planning concepts and encourage behavioral changes to help users achieve their goals.

The purpose of the app is to motivate participants to make incremental improvements by accessing foundational financial pillars and rules of thumb, spending challenges and relevant financial literacy topics.

While Incentive is “customer driven, it is still delivered through a finance professional,” eMoney lead product Jess Liberi said at an eMoney Summit keynote in October.

“The application of Incentive goes a long way, and as we focus our initial efforts on …

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