eMoney Advisor won six awards during the 12th annual Stevie Awards for Sales and Customer Service banquet on Feb. 23 at Caesars Palace in Las Vegas.
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors.
Data-sharing API partnership enables Capital One customers to safely connect personal financial data with the eMoney Platform.
eMoney’s segment will debut on the highly acclaimed television series, “Innovations with Ed Begley, Jr.” this Saturday, December 16, on FOX Business.
eMoney plans to add an integration later this year with OpenView Gateway™, the integration platform from Schwab Advisor Services, the largest custodian of independent advisor assets.
Jeffrey Schwantz, SVP, Head of Enterprise Sales and Shannon Porro, VP, Strategic Partnerships have joined eMoney. Schwantz, who joined the firm from Morningstar and Porro from Fidelity Custody and Clearing, report to eMoney’s Head of Business Development, Stephen Langlois, who joined the company in May.
eMoney had a highly successful night on Wednesday, October 11 – walking away with two wins at the prestigious 2017 Wealth Management Industry Awards.
Attendees of eMoney’s Fourth Annual Advisor Summit received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year.