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Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building

Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities

Author Judy Messina April 25, 2011 at 2:43 PM
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Joe Wride: You can start with a 30,000-foot-view of a client’s situation and then select different reports.

Technology



Related Moves

July 26, 2023 at 2:34 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM


Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien



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