eMoney
About eMoney
eMoney Advisor provides financial planning software for advisors, planners and registered investment advisors. The company offers digital tools such as the Financial Assessment tool to assist with prospect identification and lead conversion within the wealth management sector. Recent coverage has focused on the launch of self-guided digital tools designed to streamline advisor prospecting and provide financial summaries for potential clients.
FF News has published 4 stories featuring eMoney since 2023, most recently "eMoney Advisor Launches Financial Assessment Tool to Streamline Advisor Prospecting" (2 October 2026).
Part of: Fidelity Investments
People at eMoney on FF News
- Chad Porche, senior vice president of product management
Latest eMoney news
- eMoney Advisor Launches Financial Assessment Tool to Streamline Advisor Prospecting 2 October 2026
- VestGen Wealth Partners Expands Zocks Partnership to Drive AI-Enabled Organic Growth 5 August 2026
- e& money unveils its new cutting-edge app, redefining digital excellence in the UAE 6 March 2024
- E& money introduces Samsung Wallet to elevate customers’ purchasing experience 11 August 2023