eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 75,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
If you are viewing this page, then it is likely that you have received an HTTP request from our data aggregation servers. eMoney acquires data, as authorized through the direction and consent of the advisors and their end investors, from various sources including direct file feeds from custodians, OFX downloads, screen scraping, and third-party providers. We consolidate this data and provide wealth management services and financial planning advice to our mutual clients. eMoney has been providing account aggregation services to our clients since 2000. We currently serve millions of clients who actively use this data to manage their financial lives – from checking daily balances, to long-term strategic investing. This service is very valuable and necessary for these clients and their advisors. We would gladly entertain discussions with potential partners and institutions to explore opportunities to provide better services to our mutual customers, including direct feeds, cross-licensing or joint marketing.
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If you have any questions regarding our data aggregation services, technology, or security, feel free to contact us directly at the email address below.
Sincerely,
eMoney Advisor, LLC
