eMoney Advisor Wins WealthManagement.com 2023 Industry Awards for Workflow Automation
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been named a winner in the WealthManagement.com 2023 Industry Awards for Workflow Automation. eMoney received the recognition during a gala and awards ceremony in New York City on Sept. 7, 2023.
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. In 2023, more than 1,000 entries were submitted for consideration. eMoney has received a total of 14 “Wealthies” to date.
“This is a tremendous honor that reinforces our commitment to supporting advisors with both the technology and unique insights to meet clients’ evolving expectations,” said Susan McKenna, CEO of eMoney. “This recognition belongs to each member of our eMoney team who helps us serve more than 106,000 financial professionals.”
About the Winning Category
Workflow Automation: Solvers in Decision Center
The eMoney product roadmap is focused on expanding and deepening planning capabilities, offering more streamlined and intuitive workflows, and supporting collaborative planning conversations. As part of eMoney’s strategy to evolve the Decision Center into the one true hub for all planning conversations, Solvers save advisors time while identifying ways to improve plan results. This allows them to be more responsive to client inquiries and offer options interactively and seamlessly—all within the Decision Center. eMoney users can expect even more Solvers in Decision Center in 2023.