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Learn MoreThis past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
After results from a program-wide survey to LPL advisors were tallied, we’re excited to announce that eMoney was named the top Financial Planning Domain and ranked second out of 70 vendors in having the highest impact on advisors’ businesses.
Having been selected as the platform that best enables advisors to view and manage their entire book of business, identify growth opportunities, and access the information they need on demand is an incredible honor and we’re proud to share this news.
LPL advisors are some of the most dedicated and hard-working individuals in the financial industry, and they inspire us to create bigger and better products and solutions to help them and their clients succeed.