Top Media News Coverage: July 2017

Weekly Wealthtech Roundup: eMoney Adds Digital Marketing Capabilities (
July 28, 2017
Ryan Neil kicks off this weekly roundup with eMoney’s launch of Lead Capture. Read more >>

Not Your Parents’ Retirement Plan (Advisor Magazine: Insurance Investment Income)
July 28, 2017
This article mentions eMoney as a software that currently exists to support financial professionals with Social Security income planning. Read more >>

eMoney adds web marketing tool to its advisor platform (Retirement Income Journal)
July 27, 2017
Advisors are realizing the need to master online marketing and with tools like Lead Capture and API technology, prospecting functions have gotten easier to add to existing advisor platforms. Read more >>

eMoney Advisor Launches New, Interactive Lead Capture Feature That Enables Financial Advisors To Streamline Lead Management, Drive Revenue And Digitally Grow Their Businesses (TheStreet/PR Newswire)
July 25, 2017
TheStreet picked up our release announcing the launch of Lead Capture via PR Newswire.  Read more >>

eMoney Advisor Launches New ‘Lead Capture’ Feature  (TechFunnel)
July 25, 2017
Troy Pratt at TechFunnel included a recap of the Lead Capture release. Read more >>

Marketing Your Financial Services Firm In the Age of Robos (t3 Technology Hub)
July 19, 2017
This article looks at the recent rise of robo, how financial services firms can keep up with these platforms, and some considerations in taking the next step, which includes eMoney as an option. Read more >>

Finovate Alumni News (Finovate Blog)
July 14, 2017
This week’s Finovate Alumni News includes a mention of eMoney’s latest integration with The Entrust Group. Read more >>

The Entrust Group Integrates eMoney Advisor to Simplify Portfolio Diversification Management (PR NewsWire)
July 12, 2017
With this latest integration, Entrust advisors and clients now have the ability to aggregate account data such as account values and holdings into the eMoney application from Entrust’s client portal. Read more >>

The era of AI in advice is upon us (Money Marketing)
July 12, 2017
Ian McKenna from Money Marketing is in attendance at the In|Vestconference and gave a recap of the day’s events, including an ABM 2.0 demo delivered by eMoney’s VP of Product Development, Jess Liberi. Read more >>

Top 5 Software Programs Used by Financial Advisors (Investopedia)
July 12, 2017
eMoney is listed as one of the top five financial planning software programs used by professional financial advisers, according to a recent survey conducted by T3, Adviser Perspectives and Inside Information. Read more >>

Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson (
July 11, 2017
In Michael Kitces latest podcast, Nathanson raves (at 1:09:47 into the interview) about how much they and their clients love eMoney. Read more >>

Annuity Research Tools Helping Agents Comply With DOL Rules (Insurance News Net)
July 10, 2017
Beacon Research released AnnuityNexus, yet another comparative tool to help advisors comply with new Department of Labor fiduciary regulations. eMoney is referenced due to our recent CapitalROCK partnership. Read more >>

Adviser’s Consultant: Better Time Management Can Require Financial Outlay (InvestmentNews)
July 7, 2017
This article touches on how to implement technologies that can free up advisors time, which they can then spend with clients. Read more >>

The Big News and Trends in Adviser #FinTech (
July 3, 2017
We received a brief mention by Michael in his monthly FinTech column. Read more >>

David Edwards of Heron Wealth: On Evolving with the Times and Building a Platform for Success (Marie Swift Blog)
July 3, 2017
In a recent interview, David shed some light on his secrets to success and speaks about how eMoney aided in growing their assets by 40% a year. Read more >>

Grayce Turnbach

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