eMoney Industry Recognition
eMoney’s Premium Client Portal Wins 2026 FinTech Breakthrough Award
eMoney has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards for its Premium Client Portal, recognizing its role in helping advisors deliver a more modern, collaborative, and personalized financial planning experience. Read more.
Recent Wins
Wealth Management Industry Awards
- Aggregation – 2025 and 2021
- Multi-View in Decision Center – 2024
- Workflow Automation – 2023
- Financial Planning – 2022 and 2021
- Innovation New Applications – 2021
Fintech Breakthrough Awards
- Wealth Management Innovation Award – 2025
- Best Wealth Management Product – 2026, 2024, and 2021
- Best Overall FinTech Company – 2023
- Best Wealth Management Company – 2022
Stevie Awards for Sales and Customer Service
- Customer Service AI Trainer or Specialist – 2026
- Achievement in Customer Service Automation – 2026
- Customer Service Training Professional – 2026 and 2025
- Achievement in Customer Experience – 2024
- Customer Service Manager – 2026 and 2024
- Customer Service Team – 2021
- Front-Line Customer Service Professional – 2026, 2025 and 2021
- Back-Office Customer Service Professional – 2026, 2025 and 2022
- Front-Line Customer Service Professional – 2021
Stevie Awards for Great Employers
- Achievement in Learning Technology Implementation – 2025
- Best Use of Video for Learning – 2025
- Employee Engagement – 2025 and 2024
- Workplace Health & Wellbeing – 2023
ThinkAdvisor Luminaries Awards
- Thought Leadership and Education – 2025
See what’s possible with eMoney
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