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.
While we prepare to spend Thanksgiving with our families and loved ones, we want to say thank you for your business, thank you for your trust, and thank you for your confidence in what we do.
Supported by findings from a study conducted in partnership with research and advisory firm Aite Group and based on dozens of in-depth meetings with top financial institutions, eMoney Advisor today announced additional details on its Fiduciary Framework initiative developed to bridge the gap between financial planning technology and compliance software.
Watch a replay of our live webinar on eMoney’s Fiduciary Framework, our comprehensive DoL compliance strategy. A mix between existing functionality, product enhancements, and new tools, Fiduciary Framework is eMoney’s initiative to bridge the long-standing gap between financial planning tools and compliance software, creating the industry’s first and only fiduciary focused planning platform in the process.
It was the quite the night for eMoney on Thursday, Sept. 29, as we attended the 2016 Wealth Management Industry Awards ceremony at the beautiful Mandarin Oriental in New York City. Going in, we had high hopes that we’d come away with an award.