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…
InvestmentNews named Jess Liberi to its 2019 class of Women to Watch, honoring female financial advisers and industry executives who exemplify the definition of true leaders and role models.
eMoney is honored to have been selected as the Technology Provider winner for the Account Aggregation, Financial Planning and Specialized Planning Applications categories at the prestigious 2019 Wealth Management Industry Awards ceremony, held on September 12, 2019, in New York City.
eMoney Advisor has been named as the winner of the Innovator category in Zuora’s 2019 North America Subscription Economy Excellence Awards in recognition of their incredible success with a groundbreaking approach in the Subscription Economy. Megan Murray, eMoney’s Head of Finance, accepted the award on the company’s behalf at the SEE Awards Presentation on Tuesday,…
eMoney selected as the “Best Overall Fintech Software” in 2019 by FinTech Breakthrough Awards Program for the second consecutive year.
eMoney has been recognized by LPL Financial as the Top Financial Planning Domain Owner in LPL’s Vendor Affinity Program for the second consecutive year.
eMoney Advisor has been selected as the winner of the “Best Overall Fintech Software.” award in Fintech Breakthrough’s annual awards program. This is the second consecutive year eMoney has been recognized. In 2017, eMoney, the leading provider of scalable wealth management solutions, won the “Best Wealth Management Platform” award.
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.