This week at its 2025 Summit, fintech firm eMoney is showcasing a wave of new tech it’s been working on, products designed to make financial planning smarter and more efficient and collaborative, the ...

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning tool aimed at simplifying financial conversations between advisors and ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

RADNOR, PA — eMoney Advisor has unveiled Presentation View, a new feature in its Decision Center, designed to transform how financial plans are created and shared within the platform. This innovation ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

CEO Susan McKenna kicked off the 12 th annual Summit with reflections on eMoney's 25-year journey, celebrating milestones and the company's impact on financial planning. Key achievements over the past ...

Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney ...

Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney ...