Press Release

Oct. 21, 2025 | eMoney announced the launch of its new developer site during the 2025 eMoney Summit, the top virtual conference for financial professionals, which is being held through Oct. 22. Design… Read More

Oct. 20, 2025 | eMoney presented expert insights on the future of financial planning and unveiled its product roadmap and strategic vision during the first day of the 2025 eMoney Summit. The virtual e… Read More

Sept. 25, 2025 | eMoney announced the continued expansion of its long-standing efforts to enhance the future of the financial planning profession by increasing access to its financial planning technol… Read More

Sept. 9, 2025 | eMoney announced the appointment of Fred Pattin to head of finance. Pattin will lead eMoney’s financial planning and analysis, strategy, accounting, billing, facilities management, l… Read More

Aug. 13, 2025 | eMoney announced the agenda for the 2025 eMoney Summit, the top virtual conference for financial professionals, which will be held Oct. 20- 22, 2025… Read More

June 18, 2025 | eMoney announced the launch of Presentation View in the Decision Center. This new feature will streamline how financial plans are delivered in eMoney, offering consistent, interactive … Read More

June 3, 2025 | eMoney proudly announced it is celebrating 25 years of transforming the way financial planning is delivered and received. Founded by advisors for advisors in June 2000, eMoney has evolv… Read More

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

April 1, 2025 | eMoney announced it has launched the Premium Client Portal, a new offering with advanced features designed to create a more interactive and engaging user experience… Read More

March 25, 2025 | eMoney announced the launch of the newly enhanced Needs Analysis feature. This simple, lightweight planning tool is designed to foster single-goal conversations between financial advi… Read More