eMoney Advisor Receives Award for Innovation

Financial technology firm’s emX platform named most innovative among an elite class of nominees at WealthManagement.com’s industry award ceremony.


Conshohocken, Pa. – September 25, 2015 – eMoney Advisor (“eMoney”), a leading provider of advanced wealth planning solutions for financial advisors, was named winner at the 2015 WealthManagement.com Industry Awards, earning the top spot in the Technology Innovation category for its emX wealth-planning platform. The firm was recognized at the awards ceremony on Thursday, September 24 at the Mandarin Oriental in New York, NY.

Launched in December 2014, emX is a completely reengineered version of eMoney’s technology solution, developed to transform an advisor’s ability to deliver expertise and grow their business. Featuring an intuitive interface, resources to improve collaboration, and options to build a fully integrated technology platform through emX Select, emX delivers an unparalleled interactive wealth-management experience for both advisors and their clients.

“There have been a lot of exciting developments at eMoney this year,” said Michael Kroener, Regional Sales Manager at eMoney; Kroener accepted the award on the company’s behalf. “And through them all, we’ve maintained a commitment to innovation and a focus on meeting the needs of our advisors. That’s why we developed emX in the first place—because we believe in the value of the financial advisor.”

According to WealthManagement.com, their Industry Awards program was developed to recognize the companies and organizations that support financial advisor success. Nominated alongside Advent Software for Black Diamond I X; Betterment Institutional for BI Platform; CLS for Video Statements; Jemstep for Jemstep Advisor Pro; Laserfiche for Laserfiche Connector; and Vestorly for Vestorly Platform; the nod to eMoney for innovation is a testament to the firm’s unrelenting quest to set the standard for how a technology platform should support advisors and the clients they serve.

“Advisors who combine their expertise with leading technology will provide the best experience for their clients and be the most successful,” Kroener continued. “That belief is at the center of everything we do, and is what motivates us to push for greater innovation every day.”

“This is eMoney’s inflection point,” said Michael Durbin, eMoney’s interim CEO and president of Fidelity Wealth Technologies. Durbin assumed leadership earlier this month.  “We knew this team had created something really impressive for their clients with emX and believe that empowering them to continue to perform will yield the best results. And right now, I have the best seat in the house to watch that happen.”