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 ...

eMoney Unveils Product Roadmap At Summit Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

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

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading ...

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, the Fidelity-owned financial planning software provider, said the tool supports personalized, template-based presentations and improves workflow by cutting down on manual steps.

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 ...

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.