eMoney Advisor Surpasses $1.4 Trillion In Investable Assets on Platform
The wealth-planning technology company now serves 25,000 financial professionals
CONSHOHOCKEN, Pa., Nov. 12, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, announced today that its software is used to track more than $1.4 trillion in client assets by 25,000 financial professionals. These corporate growth milestones precede the launch of the company's redesigned software solution scheduled for release in December.
"eMoney was founded nearly 15 years ago to help advisors streamline their operations and deliver a superior client experience through the power of innovation and technology," said Edmond Walters, eMoney's founder and CEO. "Today, a digital wealth management experience is no longer viewed as a luxury—it's an expectation."
Walters, who spent more than 20 years in the financial services industry advising high-net-worth clients, founded eMoney in 2000 to meet his own desire to improve the way he served his clients. The company has grown to become an award-winning wealth management software platform that helps advisors leverage the latest technology to streamline their business operations, gain new assets, strengthen client relationships, and differentiate themselves from their competition.
"What eMoney does better than any other software on the market is make the advisor/client relationship collaborative, transparent and efficient," continued Walters. "Not only does this provide eMoney with an opportunity for sustained long-term growth, it also positions advisors and their clients for greater success in the future."
Currently, eMoney works with 46 of the top 50 broker dealers and 50 percent of the top insurance companies in the U.S. It also serves an extensive network of independent RIAs, individual financial advisors and planning professionals.
For more information on eMoney Advisor, please visit: www.emoneyadvisor.com, or connect on Facebook, Twitter, LinkedIn or the eMoney Blog.
About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.
SOURCE eMoney Advisor
Share this article