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.
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.
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.
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…