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News | Awards

Premium Client Portal Wins 2026 FinTech Breakthrough Award

March 19, 2026 | eMoney has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards for its Premium Client Portal, recognizing its role in helping advisors deliver a m… Read Moreblue arrow pointing right

News | Press Release

eMoney Launches CoPlanner: A Groundbreaking Solution that Helps Advisors Build High-Quality Financial Plans in Seconds

March 11, 2026 | eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of eMoney CoPlanner, a new feature that … Read Moreblue arrow pointing right

News | Awards

eMoney Wins 8 Stevie® Awards, Reinforcing Its Commitment to Client Success

March 6, 2026 | eMoney has been named a winner in the 2026 Stevie® Awards for Sales & Customer Service, earning eight awards that recognize the people and teams who power exceptional experiences for … Read Moreblue arrow pointing right

News | Media Coverage

How Financial Planners Can Use Modeling Scenarios to Boost Client Confidence

Jan. 12, 2026 | InsuranceNewsNet… Read Moreblue arrow pointing right

News | Media Coverage

Women Of The C-Suite: Susan McKenna of eMoney Advisor on the Five Things You Need To Succeed as a Senior Executive

Jan. 7, 2025 | Authority Magazine… Read Moreblue arrow pointing right

News | Media Coverage

5 Types of People Who Might Need a Financial Adviser in 2026 — and Those Who Don’t

Jan. 5, 2026 | MarketWatch… Read Moreblue arrow pointing right

News | Media Coverage

Will Social Security Cuts and Inflation Shrink Your Retirement Benefits? 4 Factors To Consider

Dec. 27, 2025 | GOBankingRates.com… Read Moreblue arrow pointing right

News | Media Coverage

Major Changes to Your 401(k) Plan Could Be Coming in 2026: What To Know

Dec. 20, 2025 | Newsweek… Read Moreblue arrow pointing right

News | Awards

eMoney Advisor Wins ThinkAdvisor 2025 Luminaries Award for Thought Leadership and Education

Dec. 12, 2025 | eMoney has been named a winner in the ThinkAdvisor 2025 Luminaries Awards in the Thought Leadership and Education category for The New Advisor Value Proposition Campaign… Read Moreblue arrow pointing right

News | Media Coverage

Modern Client Portals: Transforming Advisory Relationships Through Transparency And Efficiency

Dec. 11, 2025 | Financial Advisor Magazine… Read Moreblue arrow pointing right
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