Overview
eMoney Advisor builds financial planning software for wealth management. Founded in 2000 and part of Fidelity Investments since 2015, it works with thousands of financial professionals — from independent advisors to large enterprise firms — who use it to build plans, track their clients’ complete financial picture, and talk with clients about money.
eMoney has been my home since 2018. I’ve primarily been responsible for the advisor experience in Decision Center, the interactive planning hub where advisors model strategies of every size and walk into client meetings confident in the advice they’re giving. In that time I’ve moved through three roles, from UI/UX Designer to Senior Product Designer.
Key initiatives
These are the initiatives I’ve led or shaped, and still support, alongside ongoing improvements across Decision Center.
CoPlanner: I led the UX for CoPlanner, eMoney’s intelligent co-advisor. It suggests a planning approach as a stack of techniques, explains the impact of each one, and links to the report that backs it up. Since its March 2026 launch, nearly 15,000 users have adopted it and produced more than 165,000 draft plans, and eMoney’s research shows it can cut plan-building time by up to 48%.
A modern reporting library: eMoney’s financial reporting library is extensive, and every report has to hold up on desktop, on mobile, in Multi-View, and in print. I drove its modernization around a shared spec: each report is described once for those four contexts, then designed to that spec so it works everywhere it appears.
New planning modes: I led the UX for Plan Comparison and Multi-View, which give advisors more flexibility in how they plan and present to clients — a revamped comparison tool, and custom dashboards with more granular reporting control. In Multi-View’s first year, advisors added more than 40,000 reports to custom dashboards.
Design ops improvements
Beyond my day-to-day product work, I’ve taken on a growing role in building tools that speed up our design org’s workflows and improve handoff to engineering.
The biggest of these is the eMoney Design Toolkit, a Figma plugin I designed and built. eMoney’s design team lives in Figma, built on our design system, Kyber, while the rest of the company lives in Jira and Confluence. Every handoff meant leaving the file to file a ticket, paste a screenshot, and write a spec — and AI tools that promised to help would hand back something that looked close but used hardcoded colors, no variables, and charts that weren’t ours.
The toolkit puts that work inside Figma, as a sidebar for Jira, Confluence, file hygiene, design system audits, and AI that uses Kyber instead of ignoring it.
Stay in the file: Select a frame, find the Jira issue, attach a screenshot that actually embeds in the comment, and move on. Send a section to Confluence as a real page and re-sync it when the design changes. Set a frame to In Progress, Pending Review, or Ready for Dev from the right-click menu.
Make Kyber executable: Audit checks any selection against Kyber’s foundations and flags blockers, warnings, and suggestions, with safe fixes where possible. Apply Kyber Magic takes loose frames and SVGs from other tools and binds their fills, strokes, and text to the closest Kyber variables and text styles, adds auto-layout where it’s safe, and can be undone in one step.
AI that knows the house rules: Report Generator builds report layouts from real Kyber modules — charts, tables, metric cards — from a prompt, pasted data, or a Jira epic. Design Generation does the same for product UI, falling back to primitives rather than inventing components that don’t exist in Kyber. Batch Runner works through a CSV of tickets or components as a queue that can pause and resume on any machine.
A report that used to be a tedious build now renders in under five minutes, with accurate numbers and charts from desktop through print. Jira ticket linking and tracking, and table-of-contents generation, are the same kind of save for all six designers on the team.
Integrating AI into workflows
I serve as an AI Champion at eMoney, teaching designers how to use AI effectively and responsibly.
I’ve synced Kyber with Claude Design and built reusable templates of key product areas, so designers start prototypes from real eMoney patterns instead of a blank canvas.
Decision Center is the product side: planning an advisor can trust in front of a client. The Design Toolkit and the AI workflows are the other half, the part that makes the whole design org faster.