New Lead Client Type

An increasing number of advisors are leveraging eMoney’s business development tools—like Advisor Branded Marketing, Lead Capture, and our new Lead Feed solution—to attract and retain clients. While growing your business is always a top priority, it can be difficult to keep track of leads with your jam-packed schedule. That’s why we’ve streamlined the process of adding…

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eMoney Advisor named “Best Overall Fintech Software” in annual FinTech Breakthrough Awards

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.

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Safe and Responsible Data Aggregation

As we announced last year, eMoney is deploying API-based data aggregation to provide clients with a more seamless and secure connections experience. We’re happy to see that the industry is taking notice of the importance of safe and responsible data aggregation. The recent FINRA alert, for example, urges consumers to understand how data aggregators operate before sharing sensitive…

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