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…
To help students put their eMoney training into action, eMoney recently launched eMoney Connect – a new group on LinkedIn aimed at connecting students in the eMoney University Program with financial advisors who are hiring.
eMoney selected as the “Best Overall Fintech Software” in 2019 by FinTech Breakthrough Awards Program for the second consecutive year.
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.
eMoney launched Foundational Planning, the newest planning solution available on the eMoney platform. Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform.
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.
eMoney’s new integration with BlackRock’s iRetire® retirement investment framework will seamlessly connect eMoney’s comprehensive planning platform to iRetire, featuring single sign-on access and a streamlined workflow for financial advisors.
Independent broker and advisor firm Western International Securities (WIS) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.