Chester County News and Community Website
PHILADELPHIA, PA — Asset-Map Holdings, Inc. has announced a new integration with eMoney Advisor, a widely used financial planning platform, creating a unified experience that blends deep planning capabilities with …
Asset-Map and eMoney Join Forces to Transform Advisor–Client Transparency Read More 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 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 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 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 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 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 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 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 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