Emoney Advisor to Unveil Latest Tech Offerings at T3 Advisor Conference

Emoney Advisor to Unveil Latest Tech Offerings at T3 Advisor Conference

eMoney Advisor (eMoney) will be participating in the Technology Tools for Today (T3) Advisor Conference taking place February 14 through 17, at the Hyatt Regency Orange County in Garden Grove, Calif. Along with an engaging main stage presentation, which will walk attendees through how eMoney’s technology fits together to create a fully integrated wealth management platform for advisors and firms, the financial technology company will offer a sneak peek of innovations aimed at incorporating new technologies into the financial planning experience.

“Innovation is at the core of everything we do at eMoney, and it’s thrilling to showcase both our strategic product roadmap and the prototypes that will potentially be part of it,” said Ed O’Brien, CEO of eMoney Advisor. “At eMoney, we are committed to anticipating the challenges advisors face and developing products and features that further transform the ways people give and receive financial advice,” O’Brien said.


eMoney’s Jessica Liberi, VP, Product Management, will present “A Better Way of Doing Business: A Fully Integrated Experience by eMoney,” on the main stage from 10:50 to 11:30 a.m. on Wednesday, February 15th. She will provide an overview of the 2017 product lineup which is according to a statement sent to T3 by eMoney “designed to amplify advisor and firm success, including marketing and lead generation, creating an automated experience, business analytics, compliance and oversight, and deep integrations with new technology partners.”

Liberi will paint a picture of how advisors can leverage eMoney’s integrated tech experience to add value through all phases of the advisor /client relationship—from new client acquisition to succession planning—and efficiently scale and grow their business, including tools that will:

  1. Grow and nurture client networks.
    In the second quarter, eMoney will release its Lead Capture tool. Intended to pique the interest of prospective clients, the solution enables investors to model a financial goal and streamline a path for getting advice. The tool works in tandem with eMoney’s Advisor Branded Marketing (ABM) technology. Also available in the second quarter, ABM is a complete marketing toolkit offering custom-branded marketing campaigns for generating and nurturing leads and better engaging existing clients right from within the eMoney dashboard. The multi-media content library includes videos, articles, newsletters and new features such as intelligent content recommendations based on an investor’s individual financial picture and robust analytics for measuring engagement.
  2. Streamline and scale business operations through automation.
    As advisors need to implement more resources to help their clients achieve their financial goals in an efficient and scalable manner, eMoney is rolling out a series of enhancements designed to facilitate a more automated client relationship. These include self-registration, onboarding, and for those clients with the Fidelity brokerage integration enabled, account opening, management and, coming this summer, an advisor-led Digital Advice offered through the eMoney and Fidelity co-developed AMP platform.Also to be announced are new tools to support compliance and oversight capabilities. In April, eMoney will release an updated Advisor Assurance platform, a new and improved compliance solution that helps wealth management firms create a streamlined compliance workflow for documenting, archiving and recalling key advisor-client interactions throughout the entire financial planning process. Designed as part of eMoney’s Fiduciary Framework, this solution – like the framework – will benefit advisors regardless of the status of the Department of Labor’s fiduciary rule.
  3. Consolidate technology and information.
    In addition, Liberi will announce details about eMoney’s newest partnerships in the areas of performance reporting, portfolio management and custodial integration, all available within the eMoney platform. These forthcoming integrations extend above and beyond single sign-on and data aggregation capabilities, streamlining advisors’ workflows and saving valuable time.
  4. See and understand trends and opportunities.
    In November 2016, eMoney launched two Advanced Analytics products: Advisor Analytics Pro for advisors and support staff and Office Analytics for firm managers. Designed to take eMoney’s analytics capabilities a step further, these products enable advisors and firms to spot trends and opportunities, make sense of similarities and patterns, and even anticipate future needs of their clients and business.


T3 attendees will witness firsthand eMoney’s commitment to and investment in innovation through the debut of interactive technology to transform the way advisors and clients experience eMoney. Among them is eMoney’s new virtual planning simulation, which enables participants to travel through the inner-workings of the eMoney application. It will be available as interactive content in eMoney’s Advisor Banded Marketing product, bringing advisors’ marketing efforts to a new level and, according to eMoney “radically redefining” how advisors demonstrate their services to prospects and clients. Live demos will take place throughout the conference at eMoney’s booth #301.

Additionally, Liberi will share updates on eMoney’s exploration of voice technology as it relates to real-time financial planning. Inspired by the winning idea from eMoney’s first-ever hack-a-thon held last year at the eMoney Advisor Summit, eMoney is testing ways voice technology can benefit advisors and their clients.

“Advisors are looking for tools to support their workflow from start to finish—from marketing strategies to compliance solutions and everything in between,” Liberi said. “Our goal at T3 is to help advisors stay ahead of the game by demonstrating how eMoney’s newest products deliver exceptional, integrated experiences for both advisors and their clients. I’m confident that attendees will leave T3 excited about the future of wealth management and confident in eMoney’s ability to help them be a part of it.”


eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is a wealth-planning system for financial advisors and firms that offers transparency, accessibility, security and organization for everything that affects their clients’ financial lives. A technology envisioned and created to transform the way financial professionals deliver scalable advice and build collaborative relationships with their clients, eMoney’s award-winning software and resources help advisors prepare their clients for secure financial futures.  For more information, please visit www.emoneyadvisor.com.

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