RADNOR, Pa.--(BUSINESS WIRE)--At the T3 Advisor conference in Fort Lauderdale, Florida today, eMoney Advisor ("eMoney"), a leading provider of wealth-planning technology for financial professionals, ...

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 ...

Within the advisor technology space, eMoney has always been somewhat of an enigma. It is often categorized as financial planning software, but many advisors purchase eMoney for something other than ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced its enhanced planning vision for ...

The newly refreshed eMoney Client Portal offers a significant visual enhancement–prioritizing simplicity, functionality, and effective data presentation. "Digital platforms are increasingly shaping ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

New integration enables advisors to import eMoney client holdings into YCharts for research, analysis, and proposal creation aligned with client goals With just a few clicks, advisors can import ...

RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, proudly announced it is celebrating 25 ...

New product updates will open more touchpoints with clients, increase collaborative planning, and track progress more closely Enhancements include a redesigned Client Portal and updated Decision ...

Broker/dealer Lincoln Investment has partnered with eMoney Advisor to offer financial planning solutions to its adviser network. Lincoln now offers its advisers five technology packages, three of ...

FORT WASHINGTON, Pa. and RADNOR, Pa., Aug. 29, 2018 /PRNewswire/ -- Lincoln Investment, one of the nation's fastest growing broker-dealers serving over 1,100 financial advisors representing $36 ...