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 ...

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 ...

eMoney Advisor, the financial planning software provider owned by Fidelity Investments, has announced key updates to address a critical pain point for RIA firms. The wealth tech firm revealed ...

Financial advisors and their clients on the eMoney platform can look forward to an improved planning experience, courtesy of fresh updates from the financial planning software firm. eMoney Advisor has ...

Radnor, Pa.-based eMoney Advisor has a new offering called “My Plan” that helps advisors better engage with their clients by providing a way to visualize client financial plans. The new feature, which ...

CEO Susan McKenna kicked off the 12 th annual Summit with reflections on eMoney's 25-year journey, celebrating milestones and the company's impact on financial planning. Key achievements over the past ...

Access to eMoney's technology and resources offered through the University Program, BLX Internship, Amplified Planning Externship and Wall Street Diversity Accelerator Since 2015, eMoney has partnered ...

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 through a ...

The New Data Feed Integration Enables Advisors to Bring Zoe Wealth Platform Accounts Into eMoney, Helping Clients Keep Their Wealth Strategy Complete and Up to Date NEW YORK CITY, NEW YORK / ACCESS ...

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...