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.
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.
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.
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.