Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney SAN FRANCISCO, June 11, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Getting Started Program, an ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

Money 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 faster and more ...

Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. The terms of the deal were not disclosed. eMoney Advisor’s account aggregation, advisor portals ...

Fidelity-owned financial planning vendor eMoney Advisor is kicking off 2020 with significant changes to its strategy and leadership. EMoney is moving away from a project to build a new multicustodial ...

The custody and clearing firm plans to make Jessica Liberi, currently the head of product at Fidelity-owned financial planning fintech eMoney Advisor, the new head of platform technology at Fidelity ...

A long-awaited integration between Schwab Advisor Services and the eMoney financial planning software is set to begin later this year. The announcement, made this week at the T3 advisor conference in ...

If advisor technology firms competed over advisor dashboards and client portals in 2014, and for control over the advisor integration hub in 2015, the arms race in 2016 is to help advisors comply with ...

ORLANDO, Fla.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of wealth management solutions, recently introduced Foundational Planning, the newest planning solution available on the ...

The tool evaluates client data and produces planning strategies based on factors such as income, assets, taxes, retirement timing, and spending, according to the company. eMoney said CoPlanner allows ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...