Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney ...

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 ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age Redesigned dashboard allows users to easily manage content and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...

The financial planning and account aggregation provider eMoney Advisor held its annual user conference this week, during which it announced the availability of eMoney Aggregation as a standalone ...

Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney ...

Randor, Pa.-based eMoney Advisor believes providing end clients with more interactive ways to see their financial plans will help advisors better engage with them and has launched My Plan to meet that ...

Join CCI Corporate Partner Lutron for this interactive mob programming session where you will learn more about mob programming! You will be able to chat with eMoney Software Engineers and ask ...