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Fidelity Investments® Acquires eMoney Advisor
BOSTON, February 2, 2015 – Fidelity Investments® announced today that it has agreed to acquire eMoney Advisor, a leading wealth planning software company, as part of Fidelity’s commitment to deliver an...
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eMoney Advisor Named Winner at Stevie® Awards for Sales & Customer Service
PHILADELPHIA – March 9, 2015 – eMoney Advisor (eMoney) has been recognized by the Stevie® Awards for Sales & Customer Service and awarded Silver and Bronze medals at the ninth annual awards gala on...
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eMoney Advisor Completes New emX Select Integration
eMoney has announced the completion of another technology integration available in the emX Select dashboard within eMoney’s completely reengineered tool, emX. eMoney’s advisors now have access to...
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First Annual eMoney Advisor Conference Promises to Re-Energize Advisor Community
eMoney Advisor is pleased to announce its first annual Advisor Summit, Crossroads: Where Innovation Meets Advice. The event will be held May 6-8 at the Omni La Costa Resort and Spa in Carlsbad,...
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Connect, Engage, Win: eMoney Advisor Announces Second Advisor Summit in 2015
eMoney Advisor is back at it, presenting the second edition of their popular advisor conference, The eMoney Advisor Summit: Become and emXpert, October 19-21 at the JW Marriott and Ritz Carlton in...
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Riskalyze Partners With eMoney
eMoney has announced that Riskalyze is now integrated as part of the emX Select dashboard in eMoney’s emX wealth management platform. By partnering with Riskalyze, a top provider of risk assessment...
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eMoney Advisor Announces Gary Vaynerchuk as Fall Summit Keynote Speaker
eMoney Advisor announces that Gary Vaynerchuk, a top mind on entrepreneurism, marketing, innovation and investing, will give the keynote address at the eMoney Advisor Summit: Become an emXpert, October...
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eMoney Advisor Named to the List of 100 Best Places to Work in PA
eMoney announced today that it has been named to the 2015 list of 100 Best Places to Work in Pa. Established in 2000, the award program is designed to identify and recognize businesses in Pennsylvania...
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eMoney Advisor Receives Award for Innovation
eMoney was named winner at the 2015 WealthManagement.com Industry Awards, earning the top spot in the Technology Innovation category for its emX wealth-planning platform. The post eMoney Advisor...
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eMoney Launches Enhanced Client Experience
At the T3 Advisor conference in Fort Lauderdale, Florida today, eMoney will unveil its enhanced client experience. Featuring many of the emerging technology tools that investors find most useful about...
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eMoney Advisor Appoints Veteran Technologist Ed O’Brien as Chief Executive...
eMoney Advisor today announced the hiring of veteran technologist, Edward O’Brien, as Chief Executive Officer of the firm. An executive with a proven track record for delivering technology that...
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eMoney Announces Third Annual Advisor Summit
eMoney Advisor (eMoney) announced today that eMoney’s third Advisor Summit will be held at the Ritz-Carlton, Laguna Niguel in Dana Point, California, September 21-23, 2016. The event is presented to...
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Waddell & Reed Taps eMoney Advisor to Complete Its Integrated Technology...
eMoney and Waddell & Reed announced today that they have partnered to provide Waddell & Reed financial advisors with comprehensive digital wealth-planning capabilities through eMoney’s emX Pro...
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eMoney Advisor Named One of the Best Places to Work in San Diego
The San Diego office of eMoney has been named one of the “Best Places to Work in San Diego” by the San Diego Business Journal. Located in the beautiful San Diego neighborhood of La Jolla, the office is...
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eMoney Advisor Named One of the “Best Places to Work in Philadelphia”
eMoney Advisor is proud to have been named one of the “Best Places to Work” in Philadelphia in the large company category by the Philadelphia Business Journal. Headquartered in the Philadelphia suburb...
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eMoney Advisor Announces New Integrated Technology Vision and Fiduciary...
The vision includes a series of new and enhanced products developed to more thoroughly support the full advisor-client life cycle, from lead generation and advisor marketing to advanced analytics,...
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eMoney Advisor Announces More Details on Fiduciary Framework Initiative...
Supported by findings from a study conducted in partnership with research and advisory firm Aite Group and based on dozens of in-depth meetings with top financial institutions, eMoney Advisor today...
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eMoney Advisor Launches New Automated Onboarding Workflow
eMoney Advisor recently announced the launch of its new Onboarding workflow, which aligns with the company’s integrated technology vision aimed at providing a more automated and interactive experience...
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eMoney Advisor to Report Record-Breaking Year
eMoney Advisor today announced that 2016 will be the financial technology company’s most successful year to date, with the firm realizing a 31 percent increase in revenue since year-end 2015, and a...
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XY Planning Network Chooses eMoney Advisor as Wealth Management Technology...
eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth...
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