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.

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 ...

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 ...

The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences. eMoney Advisor plans to ...

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 ...

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 ...

Randor, Pa.-based eMoney Advisor has announced a series of tools it will launch next year, highlighted by a premium version of its client portal that it says will allow for a more customized user ...

Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients. First, its Decision Center will evolve ...

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 ...

eMoney Advisor is making a push to help advisors who want to up their marketing game—and they’re trying to make it as foolproof as possible. For an industry with a plethora of “really ...