Weekly Articles to Reassure Your Clients

Last week, eMoney partnered with FMeX to provide advisors with access to Advisor Branded Marketing, a suite of marketing and communication tools, to assist with providing guidance and instilling confidence during these uncertain times. This support includes a new COVID-19 Weekly Content Series that provides multiple touchpoints throughout the week that advisors can use to stay connected…

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Coronavirus Aid, Relief and Economic Security Act: How eMoney Is Responding

The Coronavirus Aid, Relief and Economic Security (CARES) Act is intended to keep businesses and individuals afloat during this unprecedented time. While this legislation addresses many problems arising from the pandemic, there are several ways that the new bill could impact the way advisors interact with both their financial planning software and their current clients,…

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Financial Planning Through Disruption with eMoney

Financial Planning Through Disruption with eMoney blog

As medical and market turmoil disrupts your business, eMoney is here to support you in any way possible. While nobody could have predicted the COVID-19 pandemic, we’ve put in place a robust continuity plan and are well-equipped to carry on normal operations, helping people talk about money at an unprecedented time. Several of our platform’s…

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Coronavirus Aid, Relief and Economic Security Act: What You Need to Know

The Senate and House of Representatives have passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The roughly $2 trillion coronavirus response bill is intended to keep businesses and individuals afloat during this unprecedented time. While this legislation addresses many problems arising from the pandemic, we wanted to point out a few aspects that could directly affect the…

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eMoney Wins FinTech Breakthrough Award Four Years Straight

eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, is proud to announce that the company’s Foundational Planning solution has been selected as “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes today’s top companies, technologies and products in the global financial technology market. eMoney…

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