Giving the Rich The Big Picture

Adams, John
October 2002
Bank Technology News;Oct2002, Vol. 15 Issue 10, p60
Trade Publication
Reports the launch of the Wealth Management Solution offered by eMoney Advisor. Use of account aggregation; Production of estate plans; Updates of client relationship.


Related Articles

  • 4 Key Advisor Tech Shifts. Bruckenstein, Joel // Financial Planning;Apr2015, Vol. 45 Issue 4, p50 

    The article discusses the 2015 T3 Conference along with the effect of technological innovations on financial planners. Topics discussed include merger of financial advisors eMoney and Fidelity, the need for tools to deal with robo advisors, the online wealth management service, and the...

  • Paint the Big Picture for The Elite-on Screen. Adams, John // U.S. Banker;Oct2002, Vol. 112 Issue 10, p38 

    Reports on computer software firm eMoney Advisor's introduction of its Wealth Management Solution asset management computer software. Features and functions; Benefits offered by the software for investors and financial consultants; Software's use of the account aggregation technology.

  • A Platform for Advisors. Jones, Lucretia DiSanto // Advisor Today;Jul2003, Vol. 98 Issue 7, p14 

    Reports that the eMoney Advisor company has upgraded its showcase product, AdvisorPlatform, which still adhere to its objective of providing a single, online gathering place for all of a client's investment accounts into one system, giving advisors a comprehensive view of the client's portfolio....

  • E-Mail Alerts.  // Practical Accountant;Apr2003, Vol. 36 Issue 4, p17 

    Reports that eMoney Advisor has released the AdvisorPLatform 3.0 software for accountants.

  • eMoney's Next Generation. Bruckenstein, Joel // Financial Planning;Jan2015, Vol. 45 Issue 1, p48 

    The article reviews the EMXpro platform, the new version of eMoney that offers updates design and deeper planning options.

  • Culture Clash Behind eMoney CEO's Sudden Split with Fidelity. Marsh, Ann // Financial-planning.com;9/3/2015, p8 

    The article announces the departure of advisor Edmond Walters from financial software firm eMoney Advisor after selling eMoney Advisor to custodial company Fidelity.

  • Tech Review: eMoney's Next Generation. Bruckenstein, Joel // Financial-planning.com;12/31/2014, p1 

    This article offers information on the EMXpro platform from eMoney.

  • EMoney Advisor releases v. 3.5 of AdvisorPlatform.  // Accounting Today;4/5/2004, Vol. 18 Issue 6, p11 

    Reports on the release of the Web-based AdvisorPlatform planning software v. 3.5 from EMoney Advisor. Key features; Advantages to certified public accountants; Clients of EMoney.

  • Best Places to Work 2014 Top 10 Winners.  // San Diego Business Journal;8/18/2014, Vol. 35 Issue 33, p20 

    The article lists Best Places to Work 2014 Top 10 Winners under several employer categories including Radiant Technologies, Titan SEO and Hughes Marino Inc. under small category, Emoney Advisor LLC, PayLease and QuestPoint under medium category and HFF, Redfin and Sundt Construction under large.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics