Radnor, Pa. – Oct. 26, 2021 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, kicked off the 2021 eMoney Summit with content focused on its theme, Planning with Purpose. eMoney released new research that revealed what end-clients across the wealth spectrum are expecting from their advisors; and Jess Liberi, head of product, delivered a product vision presentation that provided attendees with a glimpse into the eMoney product roadmap.
Titled “Meaningful Solutions for Enhancing Planning Engagement,” Liberi first highlighted key enhancements made by eMoney over the past 12 months, including:
“The underlying theme throughout today’s presentation is that eMoney is committed to helping you do more planning. We’re delivering on this commitment by building solutions that support identifying the most impactful opportunities for your clients, enabling your clients to understand and frame important decisions, and automating key activities throughout the entire planning process,” said Liberi to a virtual audience of nearly 1,000 attendees on Oct. 25.
The eMoney product vision is also directed toward shifting the center of the planning experience into the Decision Center, a keystone of the current planning platform. Forthcoming enhancements will give advisors the ability to make changes and adjustments directly to their plans more quickly and intuitively without ever having to leave the Decision Center experience. Key updates include:
Additional product vision items include:
“To enable you to deliver planning to more people, you need solutions to serve any client, regardless of their age, asset values, life stage, financial needs, or even their desired engagement model,” said Liberi. “And these solutions need to empower you to effectively scale planning across your client base, so that you can provide more plans to more people and improve their financial lives.”
The 2021 eMoney Summit is being hosted virtually through Oct. 27 and is sponsored by Fidelity Investments, Charles Schwab, Wealthbox, Redtail, Orion, Allianz, Jackson National, and Black Diamond Wealth Platform. To view the Summit agenda, please visit emoneyadvisor.com/summit2021/agenda.
To learn more about Bamboo or request a demo, visit response.emoneyadvisor.com/marketing-demo. To learn more about Incentive or request a demo, visit emoneyadvisor.com/Incentive.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) 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 80,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4.5 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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