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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).

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