eMoney Advisor

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.

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.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Premier risk assessment software, Riskalyze, is now available within eMoney’s wealth management platform.

eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, has announced that Riskalyze is now integrated as part of the emX Select dashboard in eMoney’s emX wealth management platform.

eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, announced today that its completely reengineered digital wealth management solution for financial advisors and their clients, emX, will be released on December 12.

“Over the past 14 years, we’ve listened to the ideas and feedback from our clients who live and breathe financial advice, and turned it into the ultimate advisor platform,” said Edmond Walters, founder and CEO of eMoney Advisor. “But it’s the experience of emX that sets it apart from the original 360 and 360 Pro solutions you’ve seen from us before. emX solidifies the advisor/client relationship like no other tool available today.”