Press Release

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

March 4, 2025 | Christian Solomine has been named the organization’s head of sales and joined its core leadership team. Reporting directly to CEO Susan McKenna, he will lead all revenue generating o… Read More

New proprietary research explores financial planning collaboration and technology adoption eMoney leadership details new updates and features guided by research that enable more collaborative plann… Read More

The ‘My Plan’ tab, which organizes financial plans by topic, is the latest in a series of enhancements focused on modernizing the user experience and enabling collaborative planning Radnor, PA … Read More

Access to eMoney’s technology and resources offered through the University Program, BLX Internship, Amplified Planning Externship and Wall Street Diversity Accelerator More than 1,000 eMoney Cer… Read More

OpenAPI program includes over 250 endpoints and seven new components Radnor, PA – Aug. 15, 2024 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help peopl… Read More

This year’s theme of ‘Planning Better Together’ is focused on the integration of human expertise and digital innovation that powers more collaborative planning experiences The virtual Summit … Read More

Newly redesigned workspace enables more collaborative planning for advisors and clients Radnor, PA – July 31, 2024 – eMoney Advisor (eMoney), a leading provider of technology solutions and servic… Read More