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…
eMoney Advisor is proud to have been named one of the “Best Places to Work” in Philadelphia in the large company category by the Philadelphia Business Journal. Headquartered in the Philadelphia suburb of Radnor, eMoney’s 77,000-square-foot office is home to more than 300 of the brightest minds in the rapidly growing fintech space. The company’s San Diego office earned a similar nod from the San Diego Business Journal earlier this month.
The San Diego office of eMoney has been named one of the “Best Places to Work in San Diego” by the San Diego Business Journal. Located in the beautiful San Diego neighborhood of La Jolla, the office is currently home to 65 employees who support various departments at eMoney, including sales, client engagement, training, and financial planning.
eMoney and Waddell & Reed announced today that they have partnered to provide Waddell & Reed financial advisors with comprehensive digital wealth-planning capabilities through eMoney’s emX Pro solution. The partnership is part of Waddell & Reed’s ongoing strategy to deliver integrated technology solutions to the more than 1,800 financial professionals within their network.