eMoney is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough.
Although implementation of the Department of Labor’s (DOL) Fiduciary Rule was recently pushed back to June 9, eMoney Advisor’s launch of Advisor Assurance, a new compliance solution that provides streamlined documentation and archival of key advisor-client interactions throughout the financial planning process, remained unaffected by the delay.
eMoney Advisor (eMoney) today announced 10 new members to the firm’s Advisory Board. The new board members were officially appointed at eMoney’s annual Advisory Board Meeting, which takes place through March 31 at eMoney’s Headquarters in Radnor, Pa.
eMoney Advisor (eMoney) received approval from Rhode Island Governor Gina M. Raimondo and the Rhode Island Commerce Corporation to open a new office location in Providence, RI – which is the company’s third location.
eMoney Advisor today announced the launch of eMoney for Enterprise, a new division dedicated to supporting the unique needs of firms seeking scalable technology solutions.
The snow’s melting, the temperature is beginning to rise, and the eMoney team is ready to hit the open road as conference season swings into full gear!
eMoney Advisor (eMoney) won 10 awards in various categories at the 11th annual Stevie Awards for Sales and Customer Service held Feb. 24 at Caesars Palace in Las Vegas.
Since the inception of T3, eMoney has made it a mission to make our presence known, and this year was no different. We had more than a few updates, unveilings and new releases in store for attendees. Check out all the highlights here.