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TECHNOLOGY PROVIDERS Business Support Systems | Workflow Automation
eMONEY ADVISOR
The eMoney product roadmap is focused on expanding and deepening planning capabilities, offering more intuitive workflows with embedded intelligence and insights, all to make it easier for advisors to create plans for more clients. In 2022, eMoney added Solvers to a new Insights section in Decision Center, which let advisors quickly set their client’s desired probability of success and see how to achieve the desired results—without having to guess, check or make multiple Solvers in Decision Center
adjustments. Once they’ve solved some of their client's most pressing questions, like their earliest retirement age or maximum retirement spending, they can easily toggle the Solver result on and off to preview the impact on the plan, and then just as quickly commit to the results by saving them to the Plan or Base Facts right from Decision Center.
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 103,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.5 million households throughout the U.S.
175 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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