The business valuation firm, which has been building links with the world's wealth management sector, has forged another commercial partnership.

BizEquity, the global online provider of business valuation knowledge and big data, has signed a strategic partnership with eMoney Advisor, which provides wealth planning solutions for wealth advisors. The agreement closely follows BizEquity’s deal with Entrepreneur.com (see here). 

Under the new agreement, BizEquity’s patented “Advisor Office” business valuation service will be integrated as part of the emX Select dashboard within eMoney’s emX wealth management system. eMoney’s platform is used by nearly 30,000 financial professionals - including 46 of the top 50 broker-dealers and half of the major insurance companies in the US, as well as independent registered investment advisors, banks and planning professionals— and aggregates more than $1.6 trillion dollars in assets.

BizEquity’s Advisor Office service uses big data to help financial, investment and insurance professionals serve clients by being able to deliver a picture of their financial profile for estate planning purposes.

BizEquity has already signed agreements with over 80 financial institutions globally, such as Metro Bank US, Dynasty Financial Partners in New York; and one of the UK’s largest wealth management firms.