eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions and technology integration services to over 100,000 financial professionals worldwide.
Services
eMoney Advisor offers an extensive range of financial planning solutions tailored to meet the diverse needs of financial professionals. Their product lineup includes Plus, Pro, Premier, and Enterprise packages, each designed to cater to different levels of service and complexity. Additionally, the company provides a comprehensive client portal, granting 24/7/365 access to financial updates and documents. Onboarding and training services are available to ensure that users can effectively utilize the platform. The company also offers data migration services to assist with the seamless transfer of client data into the eMoney system.
Products
eMoney Advisor's suite of products includes Plus, Pro, Premier, and Enterprise solutions. These products are equipped with advanced features such as Monte Carlo Analysis, Account Aggregation, Decision Center, and Plan Summary. These features are designed to enhance the financial planning process, offering users robust tools for analysis, decision-making, and comprehensive planning. Each product aims to streamline operations and provide users with the tools necessary to deliver enhanced financial services to their clients.
Events
eMoney Advisor hosts the eMoney Summit, an annual event that brings together financial professionals for insights and training. This event is an opportunity for industry leaders and financial professionals to collaborate, share knowledge, and stay updated on the latest trends and tools in financial planning. The summit includes sessions on best practices, hands-on training, and presentations from experts aimed at enhancing the skills and knowledge of attendees.
Client Support
eMoney Advisor supports over 100,000 financial professionals across various firms. The company employs a team of planning experts, including many CFP professionals, who provide support beyond the platform itself. These experts are available to assist users with complex planning scenarios and to offer guidance on maximizing the platform's capabilities. eMoney's integration with other financial technology applications further aids in streamlining operations and enhancing service delivery.
Location
eMoney Advisor is located at Four Radnor Corporate Center, 100 Matsonford Rd., Suite 220, Radnor, PA 19087. This strategic location allows eMoney to be in close proximity to its client base while providing a centralized hub for its operations and services. The headquarters serves as the primary location for the company's administrative and support functions.