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Learn MoreAs we head into the new year, it helps to examine the one that just passed, and highlight some of the best moments from what was one of the most fast-paced and innovative years for eMoney. You can catch up on anything you might have missed, freshen up on some of the important things you may have forgotten, and get excited for the year to come. Because if 2015 is any indication, it’s sure to be a good one.
Here are some of eMoney’s top moments of 2015.
Our first splash in 2015 came by way of our Fidelity acquisition. The news caused quite a stir in the industry, but it was clear from the beginning that Fidelity shared our commitment to innovation and that our clients would benefit from Fidelity’s strength, stability and scale. And its because of this relationship that we’re now able to accelerate the delivery of many components of your digital wealth management experience.
The word “culture” was was used a lot in 2015. As in, “Will eMoney maintain their unique culture after their acquisition?” Speaking from the inside, the answer has always been and always will be yes, but this is one of those times where it’s better to demonstrate why rather than say it. Which is exactly what we did.
On top of winning WealthManagement.com’s 2015 innovation award, we were named to the list of 100 Best Places to Work in Pennsylvania. Taking the number 14 spot on the large-sized company category. And it’s awards like these that give just a little insight into the fantastic company culture we’ve fostered and help explain why in 2015, we passed the 300 employee mark, well on our way to 500 by the end of 2016.
2014 ended with the release of emX, our redesigned advisor site. But the updates didn’t stop there. 2015 featured over 100 separate releases that worked to improve numerous parts of both the advisor and client site. Heavily based on your feedback, these updates improved almost every aspect of our system, from advanced planning to integrations.
You can expect even more updates in 2016 as we work on an upcoming Client Site redesign.
To be completely honest, we had only planned on hosting one Advisor Summit in 2015. But after our California Summit was such a success, we knew we had to host a second one for our East-Coasters.
At our first summit, attendees got full access to integration partners, leading speakers, and perhaps most importantly, plenty of one-on-one time with eMoney trainers. Our second summit, held in Orlando, built on the success and reputation of the first. Increasing the amount of personalized eMoney training and adding to the already impressive lineup of speakers, including a much talked about keynote from the vulgarly erudite entrepreneur Gary Vaynerchuk.
Make sure to subscribe to our communications for information on 2016’s Summit, which is being held from September 21-23.
With more employees comes the need for more space. That’s why, to end our 2015, we packed up our Conshohocken, PA office and moved to a brand new headquarters in nearby Radnor, PA.
Large glass windows, hip meeting spaces, a massive staircase that doubles as a company meeting area, and an impressive new interactive training facility, the new office perfectly reflects our culture and aligns with our vision, enabling us to continue to be on the forefront of financial technology. And it’s just one one of the many reasons we’re looking forward to 2016.
