Awards

Discover the future of financial planning with our report, "Planning Better Together," to explore insights on collaboration and technology… Read More

March 19, 2025 | eMoney Advisor announced that its My Plan page on the Client Portal has been selected as winner of the “Wealth Management Innovation Award” in the ninth annual FinTech Breakthroug… Read More

March 6, 2025 | eMoney announced they have been named a winner of the 2025 Stevie® Awards for Sales & Customer Service in three categories… Read More

Sept. 17, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, proudly took home the bronze award in the Employee Engagement category for… Read More

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 … Read More

April 15, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, today announced that they have received three 2024 Stevie® Awards for Sal… Read More

March 14, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, today announced that its Decision Center solution has been selected as win… Read More

eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been named a bronze winner in the eighth annual Stevie® Awards for Great Employers in th… Read More

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 Automat… Read More

March 23, 2023 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been selected as “Best Overall Fintech Company” by FinTech Bre… Read More