Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney ...

Orion and eMoney both rolled out updates this week aimed at enhancing how RIAs manage investments and deliver financial plans to clients. Orion announced that a suite of separately managed accounts ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

PHILADELPHIA, PA — Asset-Map Holdings, Inc. has announced a new integration with eMoney Advisor, a widely used financial planning platform, creating a unified experience that blends deep planning ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

Zocks announced the launch of Document Intelligence, an AI-powered feature, which will first be available as part of the company’s integration with financial planning platform eMoney Advisor. DI ...

Jackson National Life Insurance Company announced a new strategic alliance with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The ...

AI-driven tax, estate and insurance solution FP Alpha announced a direct integration with financial planning platform eMoney on Tuesday. Processing Content Before the direct integration with eMoney, ...

RADNOR, PA — eMoney Advisor has unveiled Presentation View, a new feature in its Decision Center, designed to transform how financial plans are created and shared within the platform. This innovation ...