Drew DiMarino

Emoney Launches Enhanced Client Experience


At the T3 Advisor conference in Fort Lauderdale, Florida today, eMoney Advisor ("eMoney"), a leading provider of wealth-planning technology for financial professionals, will unveil its enhanced client experience.

Strange Bedfellow? - By Joel Bruckenstein, CFP®


Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

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