eMoney Advisor (eMoney) today revealed details about its participation in the Technology Tools for Today (T3) Advisor Conference taking place through Friday, Feb. 17, at the Hyatt Regency Orange County in Garden Grove, Calif.
Leading up to eMoney’s Annual Holiday Party on Saturday, January 27, employees participated in a food drive benefitting Philabundance, a non-profit food bank, which serves families suffering from hunger.
The T3 Conference kicks off next week from February 14 – 17. If you’re planning to attend, you won’t want to miss our session on Wednesday where we’ll reveal a few big surprises on our product roadmap. See below for a sneak peek of what to expect from next week’s eMoney session. Advisor Assurance To…
As we head further into the winter months and the temperature continues to drop, conference season is just beginning to heat up!
eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth management solution that combines eMoney’s industry-leading financial planning software with its award-winning client portal.
This past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
eMoney Advisor today announced that 2016 will be the financial technology company’s most successful year to date, with the firm realizing a 31 percent increase in revenue since year-end 2015, and a nearly 59 percent increase in revenue since Fidelity Investments® acquired the firm in February of 2015.
eMoney Advisor recently announced the launch of its new Onboarding workflow, which aligns with the company’s integrated technology vision aimed at providing a more automated and interactive experience for advisors and their clients. Made available to all eMoney customers in November, Onboarding walks end-clients through a dynamic, automated fact-finding process.