Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. The terms of the deal were not disclosed. eMoney Advisor’s account aggregation, advisor portals ...

Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney SAN FRANCISCO, June 11, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy ...

eMoney Advisor CEO Ed O’Brien has accepted a new position as head of technology at Fidelity Institutional, beginning in April. The news came out in a social media post Tuesday. WealthManagement.com ...

Over the past decade, eMoney has partnered with 160 universities in 40 states through its University Program in which students gain hands-on experience with the same cutting-edge technology used by ...

A long-awaited integration between Schwab Advisor Services and the eMoney financial planning software is set to begin later this year. The announcement, made this week at the T3 advisor conference in ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. On September 12, 2019, ...

Fidelity-owned financial planning vendor eMoney Advisor is kicking off 2020 with significant changes to its strategy and leadership. EMoney is moving away from a project to build a new multicustodial ...

At the annual eMoney Summit, which was held virtually this week, executives from the financial planning software world got philosophical about the industry. Processing Content Why do investors turn to ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Getting Started Program, an ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of wealth management solutions, today launched Foundational Planning, the newest planning solution available on the eMoney ...

RADNOR, Pa., Sept. 28, 2021 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a strategic partnership ...