Technology

eMoney Advisor Releases String Of Enhancements

Eliane Chavagnon Editor - Family Wealth Report February 11, 2016

eMoney Advisor Releases String Of Enhancements

eMoney Advisor is investing in technology that it says investors find most useful about digital advice platforms.

eMoney Advisor, which was acquired by Fidelity in February last year, has unveiled new features including self-registration and an automated onboarding process.

The firm said it has also rolled out new features aimed at fostering a more personalized approach to help end-clients visualize the value their advisor adds in the context of financial milestones.

eMoney launched its new “client experience” at the T3 Advisor conference in Fort Lauderdale, FL, yesterday.

Drew DiMarino, eMoney’s executive vice president and head of sales, is scheduled to preview several other initiatives the Radnor, PA-based firm has on the horizon, including in the areas of prospecting, management analytics and brokerage account integration.

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