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eMoney Selected as a Finalist for Six Wealth Management Industry Awards

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eMoney is honored to have been selected as a finalist for six Wealth Management Industry Awards – the only program that honors outstanding achievements by companies and organizations that support financial advisor success. This year, received more than 600 entries from 200+ companies and the winners will be announced during a live, virtual event on September 10, 2020. More information about the categories in which eMoney was named a finalist are below.  

  • Technology Providers: Chief Technology Officer of the Year
    This category honors individuals who have demonstrated vision, integrity, leadership, technical prowess and high performance in leading their firm through new challenges and opportunities this past year. eMoney’s head of technology, Nick DiLisi, has been chosen as a finalist in this category. Nick is a pioneering employee who co-founded eMoney in 2000 and his contributions have elevated the company’s core products to become leading examples for wealth management platforms.
  • Technology Providers: Financial Planning
    This category recognizes companies who have launched a new product, platform, or made enhancements to an existing, that enhances advisors’ ability to produce, manage and update client financial plans. eMoney’s Foundational Planning nomination led to the company being select as a finalist. Foundational Planning provides a streamlined, interactive, and “right-sized planning” solution. With the addition of Foundational Planning, eMoney now offers full-spectrum planning—from entry to mid-level and complex—on a single, integrated platform. Advisors and their clients gain a seamless graduated planning experience that evolves as client planning needs change.
  • Technology Providers: Thought Leadership
    This category honors companies who have launched a new initiative, program, platform or industry content that will move the industry forward. eMoney was selected as a finalist for two Thought Leadership initiatives:
    • “That Makes Cents” podcast series – This new podcast brings something to the table for both advisors and their clients. Each episode features interviews with advisors and industry thought leaders who draw from their backgrounds to provide insights on the intersection of financial planning, technology, and behavioral finance. In its first six-episode season, That Make Cents was streamed by an audience of 8,500.
    • Heart of Advice eBook – The eBook summarizes the findings from eMoney’s Heart of Advice Study, which focused on three dimensions of advice—using a set of shorthand conceptual terms: the head, the heart, and the hand. The research uncovered compelling insights on how advisors can deliver a remarkable client experience. We sought to determine the right balance between these aspects based on the contrasting perspectives of clients and advisors. Expanding on our concepts:
      • The head: Curating information to help drive client decisions. Applying industry knowledge and book smarts to offer effective advice.
      • The heart: Engaging clients through empathy and understanding. Focusing on behavioral, emotional, and interpersonal elements by meeting clients on their terms.
      • The hand: Leveraging technology to create an exceptional client experience. Harnessing the computational and communication-enhancing benefits of tech platforms to deliver high-quality decisions.
  • Technology Providers: Specialized Planning Applications
    This category honors companies that support specialized areas of the financial planning process. The new simplified campaign workflow and automation in Advisor Branded Marketing – eMoney’s digital marketing solution – was selected as this new functionality enables advisors to schedule and launch targeted content campaigns to generate and nurture leads through digital channels.
  • Technology Providers: Account Aggregation
    This award honors companies that enhance an advisor’s ability to effectively and accurately aggregate client holdings. eMoney is a finalist for its award-winning API-based aggregation, which provides enterprises and advisors with more secure and reliable connections.

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