Press Release

Oct. 19, 2026 | eMoney Advisor presented its product roadmap and vision to more than 1,400 financial professionals during the 2026 eMoney Summit… Read More

Oct. 1, 2026 | eMoney announced the launch of Financial Assessment, a new digital experience designed to help advisors engage prospects and plan participants earlier in their financial journey while c… Read More

Sept. 8, 2026 | eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the agenda for the 2026 eMoney Summit, taking place … Read More

April 14, 2026 — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, recently enhanced its Foundational Planning solution to offer a f… Read More

April 2, 2026 | eMoney Advisor announced enhancements to its Premium Client Portal, including expanded branding capabilities that allow firms to more fully customize the client experience across web a… Read More

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 More

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