October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.
eMoney is honored to have been selected as the Technology Provider winner for the Account Aggregation and Financial Planning categories for the second consecutive year at the 2020 virtual Wealth Management Industry Awards ceremony held on September 10, 2020.
“It is an honor to be recognized by WealthManagement.com once again,” said Ed O’Brien, CEO at eMoney Advisor. “These two awards represent another major acknowledgement of the creativity, strength, and performance results of our wealth management platform and our talented team of innovators.”
This is the tenth award eMoney has received from WealthManagement.com in the last five years. This year’s awards program, now in its sixth year, received more than 600 entries from 200+ companies and it’s the only one program that honors outstanding achievements by companies and organizations that support financial advisor success.
The “Technology Providers: Account Aggregation” award honors companies that enhance an advisor’s ability to efficiently and accurately aggregate client holdings. eMoney was selected for its API-based aggregation, which provides enterprises and advisors with more secure and reliable connections. In 2020, eMoney will transition 65% of accounts to an API which is the equivalent of more than 5 million accounts.
The “Technology Providers: Financial Planning” award honors companies that enhance advisors’ ability to produce, manage, and update client financial plans. eMoney’s Foundational Planning provides a streamlined, interactive, and “right-sized planning” solution. With the addition of Foundational Planning, eMoney offers full-spectrum planning—from entry to mid-level and complex—on a single, integrated platform. Advisors and their clients gain a seamless graduated planning experience that evolves as client planning needs change.