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 ...

This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney’s financial planning solutions, aimed squarely at eliminating manual data entry and ...

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.

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.

Users of eMoney’s Decision Center tool can now create models to see the impact cash management has on their client’s overall portfolio, the company said. The new capability has been provided ...

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