Wednesday, January 27 at 2:00 p.m. ET In part 1 of a 3 part series you'll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.
Fintech Breakthrough, an independent organization that recognizes the top companies, technologies and products in the global fintech market, today announced that eMoney Advisor has been selected as the winner of the “Best Overall Fintech Software.” award in their annual awards program. This is the second consecutive year eMoney has been recognized. In 2017, eMoney, the leading provider of scalable wealth management solutions, won the “Best Wealth Management Platform” award.
“This is a great win for eMoney and further celebrates our relentless passion for innovation,” said Ed O’Brien, CEO at eMoney Advisor. “We’ve built an incredibly talented team who works diligently to upgrade everything we do to better serve our 50,000 users and provide them with the wealth management solutions that will drive business growth,” added O’Brien.
The Fintech Breakthrough Awards is the premier awards program founded to recognize the Fintech innovators, leaders and visionaries from around the world in a range of categories, including Personal Finance, Lending, Payments, Investments, RegTech, InsurTech and many more. The 2018 FinTech Breakthrough Award program attracted more than 3,000 nominations from across the globe.
“eMoney Advisor stood out from the pack with a blend of powerful technology and a focus on customer satisfaction that truly sets them apart,” said James Johnson, Managing Director, FinTech Breakthrough. “From wealth management technology that scales from basic to advanced financial planning capabilities, as well as powerful data aggregation services, deep API integrations, compliance and regulatory oversight, business analytics and more, eMoney Advisor has a truly powerful software solution backed by company leadership that is dedicated to ensuring an engaging and positive experience with the eMoney Advisor platform.”
“We’ve been successfully delivering comprehensive wealth management solutions to financial professionals for 18 years,” said O’Brien. “Our experience, paired with award-winning customer service, unrivaled functionality and customization to meet the unique needs of financial professionals, firms and enterprises reinforces our commitment to transforming the way financial professionals deliver advice at scale and build collaborative relationships with their clients.”
To view additional awards received by eMoney, click here.