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eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning


This post is part of our live coverage of FinovateFall 2014

Our next presenter is eMoney Advisor, demoing EMX.

“Smarter, faster, friendly, and easier to use, EMX is the next generation of the eMoney Advisor experience. While we’ve always led the pack in financial planning, we’ve stepped up our game, creating a platform for an unparalleled interactive experience for advisors and their clients, improving efficiency with new integrations and better connections. And with robust analytics and a more intuitive interface, EMX empowers our advisors to maximize the potential of their book of business. Learning from over 14 years of experience and feedback from more than 20,000 advisors, with EMX, we’ve built the ultimate wealth-management solution that will redefine success in an advisor’s business.”
Presenting: Kyle Wharton (Business Development) & Chad Porche (Development)
Product Launch: October 2014
Metrics: eMoney aggregates more than $1T in client assets over 878,243 accounts, managed by a network of more than 20,000 financial services professionals across the country.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
HQ: Conshohocken, PA
Founded: 2000
Twitter: @emoneyadvisor