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.

Needs Analysis is a scalable solution that directly addresses this need in the market," said Chad Porche, senior vice president of product management at eMoney. "We believe it will allow advisors ...

For advisors who are not keen on offering planning to clients, eMoney may create an outsourced financial planning service, CEO Ed O’Brien says. After a year so crazy that even the word ...

Ed O’Brien has stepped down as CEO of eMoney Advisor to return to the financial planning software’s parent company, Fidelity Investments. O’Brien will take over as head of technology at ...

Founded in 2000, eMoney Advisor is the leading provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial ...

Platforms like eMoney Advisor and MoneyGuidePro are popular financial planning applications that help advisors complete many tasks with one app. Financial planning software enables advisors to ...

Financial planning fintech eMoney Advisor is continuing to shift its core user interface toward Decision Center, its interactive cash flow-based planning product. As part of eMoney’s annual ...

Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of retirement income products with holistic advisory and financial wellness ...

Consumers lack confidence in their ability to reach their financial goals. In a recent eMoney survey 1, almost half of consumers polled used negative words—such as stressed, overwhelmed ...

Financial advisors are becoming more comfortable with artificial intelligence (AI) and incorporating it into their day-to-day life, according to a new report by eMoney. The firm released its ...