Displaying 20 results
Tech-forward advisors serve clients better: Study
The combination of technology and the use of financial psychology 'creates better client outcomes,’ eMoney manager says.
MaxMyInterest partners with eMoney to give planners access to high-yield cash accounts
MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.
SECURE 2.0 gives fintechs opportunity to help advisors navigate tax season
eMoney Advisor and FP Alpha have tools to help advisors with Roth conversions.
eMoney provides fintech update at virtual Summit
The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.
eMoney names Susan McKenna permanent CEO
The executive had been appointed interim CEO in March after former CEO Ed O’Brien announced he was returning to Fidelity to lead institutional technology.
Fintech Bytes: eMoney partners with Nationwide, Onramp closes funding
A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.
Fintech Bytes: AdvisorEngine, eMoney and Invesco’s intelliflo
Catch up on the highlights from this week in fintech news.
Pro bono financial planning needs fintech to step up
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
Why Wells Fargo is adding the eMoney planning tool for its advisers
For years, Wells Fargo Advisors has touted its in-house investment management and planning platform for clients and advisers, called Envision. Now, it is introducing the outside eMoney Advisor.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Fidelity’s eMoney Advisor launches mobile app for financial plans
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
Allianz Life to use eMoney Advisor
The planning tool will help advisers explain the role of annuities in retirement
eMoney Advisor expands digital marketing capabilities
The latest update to Advisor Branded Marketing automates how advisers find and nurture leads
Shake-up at eMoney Advisor
The financial planning technology vendor is losing two executives from its sales team and refocusing development on its core products
eMoney Advisor unveils Project Avocado for mobile budgeting
Fidelity-owned fintech also overhauls planning features for wealthiest clients and unveils new API store for developers.
MoneyGuide, eMoney battle for financial planning software crown
Two of the most successful fintech companies are racing to redefine the way advisers interact with clients.
eMoney introduces mass-market planning tool for advisers
Foundational Planning will be rolled out in January to help advisers create plans for clients with less complex financial needs.
eMoney Advisor targets large RIAs, B-Ds and banks
eMoney Advisor is launching eMoney for Enterprise, a division it hopes will increase the financial-planning software company's penetration of large RIA firms, banks and broker-dealers.
eMoney’s CEO choice of Fidelity veteran Ed O’Brien was a bold, but expected, move
The hire gets a thumbs up from advisers, based solely on his technology background
Fidelity’s Durbin to eMoney clients: Nothing is changing
Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
