New eMoney customers to receive free planning access, while current clients receive digital marketing solution and other resources at no charge CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced its enhanced planning vision for products and features that enables advisors and firms to meet the increasing demand for advice at all levels — from a single planning topic to the most sophisticated of plans — through a scalable, interactive and comprehensive solution. As the only full-spectrum planning platform in the industry that offers both goals-based and...
