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eMoney Advisor

eMoney
Regional

eMoney Advisor Launches Developer Site to Accelerate API Integration

November 1, 2025October 30, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor unveiled its new developer site last week during the 2025 eMoney Summit, introducing a centralized hub designed to simplify how fintech developers discover, test, and …

eMoney Advisor Launches Developer Site to Accelerate API Integration Read More

eMoney
Regional

eMoney Summit 2025 Highlights Innovation and the Future of Financial Planning

November 1, 2025October 30, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining …

eMoney Summit 2025 Highlights Innovation and the Future of Financial Planning Read More
eMoney
Regional

eMoney Expands University Program and Partnerships to Strengthen Financial Planning Pipeline

October 2, 2025September 30, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor is marking the 10th anniversary of its University Program with significant growth, highlighting its broader push to expand access to financial planning technology and address …

eMoney Expands University Program and Partnerships to Strengthen Financial Planning Pipeline Read More

eMoney
Regional

eMoney Advisor Appoints Fred Pattin to Lead Finance Operations

September 14, 2025September 14, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has named Fred Pattin as its new head of finance, adding a veteran financial executive with decades of experience scaling global technology and SaaS businesses …

eMoney Advisor Appoints Fred Pattin to Lead Finance Operations Read More
eMoney
Regional

eMoney Advisor to Celebrate 25th Anniversary at 2025 eMoney Summit

August 20, 2025August 18, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has unveiled the agenda for its 2025 eMoney Summit, a virtual conference for financial professionals set to run from October 20–22. This year’s event carries …

eMoney Advisor to Celebrate 25th Anniversary at 2025 eMoney Summit Read More

eMoney
Regional

eMoney Advisor Introduces Presentation View to Enhance Financial Planning

June 20, 2025June 19, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has unveiled Presentation View, a new feature in its Decision Center, designed to transform how financial plans are created and shared within the platform. This …

eMoney Advisor Introduces Presentation View to Enhance Financial Planning Read More
eMoney
Regional

eMoney Advisor Celebrates 25 Years of Financial Planning Innovation

June 5, 2025June 4, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor is marking 25 years of shaping the financial planning industry, commemorating a legacy of innovation and growth since its founding in June 2000. Created by …

eMoney Advisor Celebrates 25 Years of Financial Planning Innovation Read More

eMoney
Regional

eMoney Advisor Launches Premium Client Portal to Enhance Financial Planning Experience

April 3, 2025April 2, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This …

eMoney Advisor Launches Premium Client Portal to Enhance Financial Planning Experience Read More
eMoney
Regional

eMoney Advisor Introduces Enhanced Needs Analysis Tool for Financial Planning

March 29, 2025March 28, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning tool aimed at simplifying financial conversations between advisors and their clients. Designed …

eMoney Advisor Introduces Enhanced Needs Analysis Tool for Financial Planning Read More
eMoney
Regional

eMoney Advisor Appoints Christian Solomine as Head of Sales

March 7, 2025March 6, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has announced the appointment of Christian Solomine as its new head of sales, marking a strategic addition to the company’s core leadership team. Reporting directly to …

eMoney Advisor Appoints Christian Solomine as Head of Sales Read More

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