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eMoney Industry Recognition

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eMoney Wins Wealth Management Industry Award for Multi-View in Decision Center

eMoney earned its 15th “Wealthie” award in September 2024, picking up a win for Multi-View, a new workspace where multiple reports can be added, edited, and saved in one consolidated dashboard, offering a new way to visualize the impact of plan changes by eliminating the need to switch between screens. Read more.

Recent Wins

Wealth Management Industry Awards

  • Workflow Automation – 2023
  • Aggregation – 2021
  • Financial Planning – 2021 and 2022
  • Innovation New Applications – 2021

Fintech Breakthrough Awards

  • Best Overall FinTech Company – 2023
  • Best Wealth Management Company – 2022
  • Best Wealth Management Product – 2021 and 2024

Stevie Awards for Sales and Customer Service

  • Achievement in Customer Experience – 2024
  • Contact Center Professional of the Year – 2024
  • Customer Service Leader of the Year – 2024
  • Customer Service Team of the Year – 2021
  • Front-Line Customer Service Professional of the Year – 2021
  • Back-Office Customer Service Professional of the Year – 2022

Stevie Awards for Great Employers

  • Workplace Health & Wellbeing – 2023
  • Employee Engagement – 2024

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