The eMoney Advantage

Through Wells Fargo’s LifeSync experience, clients can align their money with what they want to accomplish with the help of eMoney Advisor® planning tool. eMoney focuses oan connecting your money to what is important in your life. This purpose-driven investment planning strategy allows you to make choices by thoughtfully looking at the big picture, instead of making changes based on short-term factors.



Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.