eMoney Advisor, LLC (ñeMoneyî), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clientsÍ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first„all through the infusion of innovative solutions.
eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 100 of the nationÍs most successful broker/dealers and many of the nationÍs leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities and win the confidence and loyalty of the clients they serve.
- Company Name:Emoney Advisor
(View Trends)
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Headquarters: (View Map)Conshohocken, PA, United States
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Financial Services
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500 - 1,000 employees
- 289194 Global Rank
- 54207 United States
- 149 K Estimated Visits
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Direct72.71%
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Search19.18%
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Referrals6.05%
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Social2.06%
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Display0.00%
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Mail0.00%
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96.37%
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0.39%
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0.37%
- 0 SDKs
- 19 Total reviews
- App Url: https://itunes.apple.com/app/emoney-advisor/id295651696
- App Support: http://emoneyadvisor.com/emacorp/support.aspx
- Genre: Finance
- App Size: 853 K
- Version: 1.2
- Release Date: November 8th, 2008
- Update Date: January 11th, 2012
Description:
***NOTE: An eMoney ADVISOR or CLIENT license is required to use this software application. There is no additional fee for iPhone access.
eMoney Advisor, a leading provider of web-based wealth and planning solutions for financial advisors, now provides eMoney Mobile for iPhone. eMoney Mobile allows advisors and their clients’ access to their financial data from their iPhone or iPod touch.
* Access your financial accounts from one place
* Automatically update your holdings nightly
* View important documents in the encrypted document vault
* Collaborate with your financial advisor
Clients can see their own personal data, including:
* Advisor List
* Balance Sheet
* Accounts and Holdings
* Vault Folders and Files
Advisors can view their entire client list and see the data for any of their clients.
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crsmith72
Randall-T
Password Issues
Tlross1
Can't login
Scott Talbert
Unusable
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Rmbocca
Nicholas Olesen
Good but where's the iPad app?
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Standard93.75%
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Direct6.25%
They are headquartered at Conshohocken, PA, United States, and have 3 advertising & marketing contacts listed on Kochava. Emoney Advisor works with Advertising technology companies such as AdRoll, Facebook Exchange FBX, AppNexus, Google Adsense, Atlas, Twitter Ads, Google Remarketing, AppNexus Segment Pixel, Yahoo Small Business, Pubmatic, IponWeb BidSwitch, DoubleClick Bid Manager, Rubicon Project, LinkedIn Ads, Bizo, The Trade Desk, DoubleClick.Net, Facebook Custom Audiences, Microsoft Advertising.
This app needs some help