eMoney views philanthropy as a core tenet of our culture (and one of the nine things you don’t know about eMoney). As a company, eMoney donated $100,000 to various organizations in 2018. These charitable efforts support financial education, disaster recovery, veterans, and much more.
A new type of advisor is leading the wealth management industry and experiencing rapid business growth. They have a fresh mindset and view opportunities where traditional advisors may see challenges.
As an advisor, your clients use numerous forms of technology in their daily lives. Their financial planning experiences should be as easy and as advanced as streaming a movie or ordering an Uber ride.
Consumers are more aware than ever of their life plans and goals. Are you offering your clients the comprehensive financial planning they need?
“An investment in knowledge pays the best interest.” – Benjamin Franklin As a renowned author, scientist, and inventor, Mr. Franklin knew a thing or two about education and learning. In the spirit of the man who would one day grace the $100 bill, eMoney launched their University Program, helping develop the next generation of financial advisors,…
We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We have extensive training and support programs for beginners, power users, and everyone in between.