eMoney Advisor Launches New Automated Onboarding Workflow

emoney press release

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.

Continue reading

eMoney Advisor Announces More Details on Fiduciary Framework Initiative Supported by New Aite Research

emoney press release

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.

Continue reading

eMoney Advisor Announces New Integrated Technology Vision and Fiduciary Framework at Third Annual Advisor Summit

emoney press release

The vision includes a series of new and enhanced products developed to more thoroughly support the full advisor-client life cycle, from lead generation and advisor marketing to advanced analytics, compliance oversight and a more automated goal-centric client experience With the enhanced lineup, eMoney also advances its commitment to leading the charge for fiduciary technology solutions…

Continue reading