Looking ahead, eMoney’s roadmap for the feature includes topics such as life insurance, annuity income, long-term care, and debt reduction. Life insurance is set to launch soon, continuing the ...

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 ...

eMoney said additional goal-based topics will be added throughout the year, beginning with life insurance. Other areas under development include annuity income, long-term care, and debt reduction.

EMoney Advisor, a wealth and goal-planning service provider for financial advisors has released eMoney Mobile for iPhone and iPod touch. This new application provides licensed advisors and their ...

Legacy and estate planning have become essential pillars for building client trust and driving long-term retention. This strategic integration between Wealth.com and eMoney empowers firms to offer ...