The eMoney Story
eMoney Advisor Story

As a financial advisor to families across America, in the late 1990’s Edmond Walters sought ways to update client accounts more efficiently and revise their plans more judiciously as life unfolded. He could not, however, find any suitable software to help him become the kind of resourceful advocate he wanted to be for his clients.

eMoney Advisor grew out of Edmond’s obsession to meet his clients’ spoken and unspoken needs in a timely and efficient fashion. It was designed for dual masters: both advisors and clients. From its inception eMoney was resolute in its mission to become the technology instrument that not only strengthens the advisor/client relationship, but also promotes the development of sound strategies for achieving short and long-term financial goals.

Today eMoney consolidates hundreds of billions of dollars in assets for hundreds of thousands of clients. Holdings are actively being updated from thousands of institutions nightly, and the system plays a major role in the life of firms in three countries and all fifty states.

In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities, and win the confidence and loyalty of the clients they serve.

eMoney’s technological advances continue. What also continues is the defining principle of its existence: unwavering dedication to helping advisors and their clients achieve success.

Vision
Vision
Change the rules in the wealth management industry through the infusion of leading edge technology. Enable every advisor to dramatically expand their financial solutions and services and compete in a whole new dimension.
Vision
Provide knowledge, systems & tools to support the "next generation" of trusted advisors. Revolutionize how advisors enable their clients to succeed.
  • Our Values
  • Leadership Through Innovation

    We Will Lead the Industry and Our Clients and Their Clients Through Continuous Improvement Via Innovation
  • Client Obsession

    The Passion to Truly Understand and Integrate our Clients’ Industry Dynamics, Business Challenges, and Goals into Every Solution
  • A Foundation of Integrity

    We Will Have Integrity and Honesty in All of Our Relationships and Will Always Stand for What is Right
  • Promises Delivered

    The Confidence to Commit to Our Clients’ Aspirations and then Deliver on Our Promises
  • Commitment to Security and Privacy

    In an Unsettled Cyber World, we Need to Consistently Provide the Highest Level of Security and Attention to Privacy
  • Passion For Simplicity

    Continuously Drive to Make Our Solutions the Easiest to Use in the Industry
  • Tenaciously Drive Product Leadership

    The Organizational Drive to Target and Achieve Leadership in Everything We Do
Values