eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

eMoney Advisor has marked 20 years of transforming the financial advice industry through planning-led solutions. Founded at the end of the dot-com bubble in June 2000 in Radnor, Pa., eMoney was created to make advisors more efficient by leveraging the internet. Over the last two decades, the company expanded its client base to more than…

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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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