eMoney Advisor
@eMoneyAdvisor
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eMoney is the leading provider of technology solutions and services that help people talk about money.
United States
Joined August 2009
📢Big news! We're celebrating 25 years of innovative financial planning!. Since 2000, eMoney has transformed how planning is delivered and received. 🎉Our team is so excited to celebrate this milestone with our clients, partners. #eMoney25
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Last Call to Register!. Join us for this CE webinar designed to help you guide clients through life’s most challenging transitions. Learn how to build trust with clients who are widowed or newly single, navigate conversations around grief with compassion, and integrate empathy
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eMoney’s commitment to innovation and client success has made our aggregation solution the top choice among advisors for five consecutive years, according to the 2025 @t3techhub Inside Information Advisor Software Survey, for three reasons:. ✅Data Privacy: eMoney has never sold
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Don’t miss out! Early Bird registration for the 2025 eMoney Summit closes on July 8. Join us for over 20 curated sessions, earn valuable continuing education credits, and connect with leading experts in financial planning. This is your opportunity to gain actionable insights and
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The new Presentation View in Decision Center lets you deliver financial plans directly to the My Plan page in the Client Portal—creating a seamless, interactive experience your clients will appreciate. 👇🏽 Swipe left to see how it works.
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Wishing you a safe and happy 4th of July from all of us at eMoney. 🎉 We hope your day is filled with celebration. #independenceday
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Early Bird registration for the 2025 Summit ends on July 8!. Earn CE credits, explore 20+ tailored sessions, connect with peers and industry leaders, and gain fresh insights to bolster your planning practice. 👉🏽RSVP to reserve your spot today.
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#ICYMI - Understanding the science of habit formation is key to helping clients achieve better #moneymanagement! . Learn the cue, routine, and reward system to guide them towards financial success. Read the article 👉🏽
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As eMoney celebrates 25 years, so does our Head of Financial Planning Matt Schulte! . He's marked this amazing milestone by joining the Heart of Advice Podcast! . He reflects on our technology evolution over the years, how we have impacted the financial planning industry, and
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RT @StreetCred_PR: 🧩NEWS: INTEGRATION🧩. @JumpAdvisorAI has announced a new integration with @eMoneyAdvisor, designed to eliminate tedious a….
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Family meetings can provide the necessary insight you and your clients need to help preserve their legacy. 👇🏽 Get tips and best practices in our latest blog about how to conduct effective family meetings.
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Ready to elevate your advisory practice? Explore the benefits of collaborative financial planning and start building stronger client partnerships today. Check out our blog post: . #financialplanning.
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From nurse to wealth management expert, Patti Brennan, CFP® & CEO of Key Financial Inc., demonstrates that compassion combined with expertise leads to success. Tune in to our Heart of Advice Podcast to hear about her inspiring journey, including: . ✅ How to build trust
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The 2025 eMoney Summit agenda is now live!. Get a first look at the sessions designed to deliver exciting research, industry insights, product updates, and best practices to help you elevate your financial planning-experience. Whether you’re already registered or still
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Some of the most effective financial planners today are acting as prosperity guides, blending wealth strategies with insights into financial psychology. Mindsets—especially around scarcity vs. abundance—shape success. Empowered attitudes unlock true prosperity! . Read more to.
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Some of the most effective financial planners today are acting as prosperity guides, blending wealth strategies with insights into financial psychology. Mindsets—especially around scarcity vs. abundance—shape success. Empowered attitudes unlock true prosperity! . Read more to.
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RT @MFC_Planning: We are so thankful for the opportunity from @eMoneyAdvisor to share this case study on how we are able to help our client….
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Join us for a powerful session designed to help you support clients through life’s most difficult transitions. In this webinar, you will learn how to empathetically engage with clients who are widowed or newly single, establish trust early in financial discussions, confidently
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Thinking about launching your own financial planning practice? Dive into these practical tips from someone who has been in your shoes. Whether you're just starting out or looking to level up, these insights from @MeasureTwiceMNY of Measure Twice Financial can guide you to.
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🎉 Exciting news! eMoney has been named a finalist in three categories at the 2025 @wealth_mgmt Industry Awards!. We are proud to be recognized in the following categories for our solutions that enhance the planning experience for thousands of advisors and their clients:. •
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