Radnor, Pa. – Oct. 18, 2022 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced new details of its product roadmap during day one of the 2022 eMoney Summit. Head of Product Tom Sullivan, who joined eMoney in June 2022, took the virtual stage for the first time to share the vision for the firm. He identified the four main value creators of eMoney that help advisors create efficiencies and scale their practices, including:
“Over time, I expect to further align these value creators and create an even better bridge between you and your customers. A bridge that can handle more volume in less time, and accommodate clients of all levels of sophistication, with a multitude of financial needs. A bridge where information flows both ways, enabling proactive recommendations and smart automation,” said Sullivan to a virtual audience of more than 1,100 attendees on Oct. 17.
Also taking to the virtual stage was Ricky Illigasch, director of product management, who detailed the progress eMoney has made in the last 12 months. The eMoney product roadmap continues to be directed toward shifting the center of the planning experience into the Decision Center, eMoney’s most widely used interactive cash flow-based planning experience. Key enhancements include:
Additional updates made this past year include:
“I am extremely excited about what the future has to offer for eMoney and our ability to help you continue to bridge the gap between you, your clients, and prospects,” concluded Sullivan.
In addition to mainstage speakers, attendees heard from keynote speakers Carla Harris, senior client advisor at Morgan Stanley, and Andrew Busch, former CMIO for the U.S. government and economic futurist.
The 2022 eMoney Summit is being held virtually through Oct. 19. and is sponsored by Fidelity Institutional, Allianz, Charles Schwab and Nationwide.
To view the Summit agenda, please visit emoneyadvisor.com/summit2022/agenda/.
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. 100,000 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.
5W Public Relations