eMoney Wins Wealth Management Industry Award for Multi-View in Decision Center
Sept. 6, 2024 – 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 2024 Industry Awards for Multi-View in Decision Center. The announcement came during the awards ceremony in New York City on Sept. 5, 2024.
Celebrating its 10th 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 2024, over 1,000 entries vied for recognition. To date, eMoney has proudly earned 15 “Wealthies.”
“We’re thrilled to receive this incredible honor, which underscores our dedication to equipping advisors with cutting-edge technology that provides unique insights to meet clients’ evolving needs,” said Susan McKenna, CEO of eMoney. “This recognition is a testament to our dedicated team who together support over 109,000 financial professionals.”
About the Winning Category
Financial Planning: Multi-View in Decision Center
Launched in September 2023, Multi-View is a new way to visualize the impact of plan changes across multiple reports simultaneously and provide clients with a personalized financial plan dashboard. It transforms the Decision Center experience, eMoney’s most powerful interactive planning solution, by adding a new workspace where multiple report templates can be added, edited and saved in one consolidated dashboard, eliminating the need to switch between screens. Whether financial professionals are providing a high-level plan summary or creating a custom dashboard to highlight the benefits of a specific planning recommendation like a Roth conversion, this helps them be more efficient and engaging.
Since launch, eMoney has seen more than 40,000 reports added to Multi-View collections by our users and over 162,000 actions, including expanding reports, drilling into reports for more information, customizing layouts, and more. The most popular reports used in Multi-View include Lifetime Portfolio Value, Cash Flow Overview, Monte Carlo Summary, Asset Spread, and Total Taxes.
