Earth Day 2019: Branching out to give back

As part of the ongoing efforts to expand eMoney’s social responsibility initiatives, eMoney is excited to announce that the company is launching a new tree-planting program. To thank employees for planting their roots with eMoney, we are planting a tree in their honor and will plant trees for all of our future hires.     eMoney is partnering with One Tree Planted to…

Continue reading

Planning to give back: How eMoney supports the community

To kick off Financial Literacy Month, a few members of eMoney’s Financial Planning Team are volunteering their time to host financial literacy workshops and finalize tax preparations for residents in the greater Philadelphia area. But, before we dive into where we’re headed, it’s only fitting to reflect on the tremendous amount of charitable giving that eMoney supported last year.

Continue reading

Independent Financial Partners to offer its advisor network eMoney Advisor’s financial planning platform, client portal and marketing solution, among other tools

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox. 

Continue reading