Keynote speakers include Angela Duckworth, Founder and CEO of Character Lab; Shawn Achor, New York Times bestselling author; Dr. Brynn Winegard, PhD in Business and Neuroscience; and Tien Tzuo, Founder and CEO of Zuora The theme of this year’s Summit is “The Heart of Advice,” focusing on the core of what makes a truly exceptional…
Gov. Gina M. Raimondo attends ribbon-cutting ceremony, commemorating eMoney’s growing business presence in the Providence community
eMoney, a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.
eMoney launched Foundational Planning, the newest planning solution available on the eMoney platform. Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform.
Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox.
eMoney’s new integration with BlackRock’s iRetire® retirement investment framework will seamlessly connect eMoney’s comprehensive planning platform to iRetire, featuring single sign-on access and a streamlined workflow for financial advisors.
Independent broker and advisor firm Western International Securities (WIS) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.
Available to all eMoney clients, the Voice Assistant provides a seamless, efficient and hands-off way to search for client information and data. Advisors can navigate to areas of the platform that conventionally take a few clicks in just one step, using one voice command.