As part of eMoney’s annual Summit conference, which was held virtually this week, director of product management Ricky Illigasch detailed to a digital audience of 1,100 some of the updates the ...

Additionally, Jump maps conversational data to the eMoney Fact-Finder, automatically populating it on the advisor’s behalf—streamlining data entry before and after meetings.

eMoney Access offers more than 250 endpoints and seven pre-built components – including net worth, asset allocation, and goal summary modules – to help firms quickly implement the technology.

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today shared updates on its continued commitment to empowering the next ...

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients.

In 2001, eMoney released the first version of its platform, including the Advisor Dashboard, Client Portal, Aggregation, and The Vault. “Just a couple decades ago, a typical financial plan was ...

eMoney Unveils Product Roadmap At Summit Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Benzinga was at this week's eMoney Summit 2018 in Orlando, and one of the biggest developments at theconference was the integrations of eMoney’s system with the salesforce.com, inc. CRM -0.49% ...

eMoney readies advisors for filing season with addition of new tax planning features: Wealthtech Weekly By Justin L. Mack February 2, 2023 9:23 AM Image by Steve Buissinne from Pixabay ...

eMoney CEO Ed O’Brien steps down to return to Fidelity Institutional By Ryan W. Neal March 01, 2022, 1:04 p.m. EST 2 Min Read ...