FinovateFall 2014 / eMoney Advisor

Presenter Profile:

How they describe themselves: eMoney Advisor, based in Conshohocken, PA, is the leading wealth-planning system for financial advisors. A technology envisioned and created by advisors for advisors, eMoney’s award-winning “software” is bigger than the term suggests — it’s a way of doing business. Tailored to transform an advisor’s ability to deliver expertise, eMoney is the silent partner in the practice of more than 20,000 of the industry’s top financial professionals, helping them leverage technology to gain new assets, strengthen client relationships, and compete on a whole new level. Driven to lead through innovation, eMoney is committed to positioning its advisors for greater success.

How they describe their product/innovation: Smarter, faster, friendly, and easier to use, EMX is the next generation of the eMoney Advisor experience. While we’ve always led the pack in financial planning, we’ve stepped up our game, creating a platform for an unparalleled interactive experience for advisors and their clients, improving efficiency with new integrations and better connections. And with robust analytics and a more intuitive interface, EMX empowers our advisors to maximize the potential of their book of business. Learning from over 14 years of experience and feedback from more than 20,000 advisors, with EMX, we’ve built the ultimate wealth-management solution that will redefine success in an advisor’s business.

Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed


Bus. Dev.: Kyle, Wharton, Bus. Dev. Director,
Press: Kelly Waltrich, Communications Director,
Sales: Drew DiMarino, SVP Sales,

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