Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new integration with eMoney Advisor, a leading ...

Fidelity-owned fintech eMoney Advisor showcased its overhauled financial planning and wellness mobile app, called Incentive, at its annual conference Monday. The app — named based on the notion that ...

Broker/dealer Lincoln Investment has partnered with eMoney Advisor to offer financial planning solutions to its adviser network. Lincoln now offers its advisers five technology packages, three of ...

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 ...

The independent advice channel's two most dominant financial planning software providers each made announcements this week with one digging deeper into the decision-making process of borrowing money ...

RADNOR, PA — eMoney Advisor has unveiled the agenda for its 2025 eMoney Summit, a virtual conference for financial professionals set to run from October 20–22. This year’s event carries … ...

Benzinga was at this week's eMoney Summit 2018 in Orlando, and one of the biggest developments at theconference was the integrations of eMoney’s system with the salesforce.com, inc. CRM platform to ...