eMoney Advisor
HQ Address
Four Radnor Corporate Center, 100 Matsonford Rd., Suite 220, Radnor, PA 19087, United States
Website Address
Business introduction
Planning for Every Possibility
See why 100,000+ financial professionals choose eMoney
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S.
eMoney Advisor Solutions
Advanced Analytics
Advisors, support users, and even the office-level managers can access influential business insights and make better decisions that drive results. Turn data into decisions Custom, consolidated views into your entire business help you capitalize on more business opportunities and quickly identify trends within your client base....
business needs
view solutionAdvisor Analytics Pro
Advisor Analytics Pro helps you identify even more hidden opportunities so you can grow your business. Advisor Analytics Pro is the latest from eMoney to deliver advisors a more consolidated view of their business to improve strategy and provide greater value to their clients....
business needs
view solutionAdvisor Assurance
A snapshot of your entire firm Compliance plays a big role in your day-to-day. Find quick views of data across your entire firm, helping you manage your fiduciary responsibilities....
business needs
view solutionAdvisor Branded Marketing
The complete marketing toolkit for financial advisors. Arm yourself with all the resources you need to attract, convert, and retain clients. Marketing campaigns Custom-branded campaigns including professionally developed digital content to help you generate and nurture qualified leads....
business needs
view solutionemX
Combine your expert advice with leading financial planning technology to deliver exceptional service. Plans for any need Needs Analysis is eMoney's scalable financial planning calculator that demonstrates a wide range of high-level need-based scenarios. Offer clients quick insight on a number of planning concepts by following a simple workflow. Once the plan......
business needs
view solutionemX Pro
Meet the diverse needs of your clients at any stage of their life within one, fully integrated wealth management solution. Match panning solutions to your expertise Free yourself from the limitations of traditional financial software. emX Pro offers a depth of planning solutions — from basic to advanced, automated to interactive —......
business needs
view solutionEMX Select
Boost your bottom line and overall business performance with a leading-edge client experience and powerful analytics. Experiences that stick With eMoney's industry-leading client portal, you'll delight clients with a digital financial experience they'll want to come back to. Position yourself at the center of your relationships with a solutions designed to provide......
business needs
view solutionIncentive
Customize journeysThe app allows you to white-label your brand as well as offer employees an option to communicate directly with you through the app. Improve engagementPlan sponsors will have trackable financial wellness tools that will help their employees go from stressed about their finances to more focused and productive at work. Empower......
business needs
view solutionOffice Analytics
Office Analytics helps deliver firms a consolidated view of their business to improve advisor strategy so they can provide greater value to their clients. Office Analytics is the latest from eMoney to deliver advisors a more consolidated view of their business to improve strategy and provide greater value to their clients....
