EMONEY ADVISOR

Through our University Program, we partner with more than 100 financial planning programs at colleges across the country, offering the next generation of advisors access to our planning software and the opportunity to build proficiency and earn certifications. We are also a proud partner of the Foundation for Financial Planning, an organization committed to helping people in need improve their financial lives by expanding access to pro bono financial planning... Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition... Allow your clients to actively partner with you on their planning. With eMoney, you can easily organize your clients' data and map out the road to their goals, all while stress testing for risks.

Also known as: eMoney, eMoney Advisor, LLC

Primary location: Radnor United States