Edmond Walters, the founder of eMoney, compared the product to 'Betamax,' complaining that 'it hasn't gotten anywhere. ' He's now working on 'the coolest thing I've ever built. ' In the field of financial planning software, Edmond Walters is his own biggest competition.

Integrations are designed to allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application.

What is wealth website?

Wealthsite is now part of STP Investment Services! Our platform provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.

What is the eMoney platform?

What is eMoney? eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients.

Does Fidelity still own eMoney?

Financial advisers using eMoney Advisor were startled Monday to learn that the firm they relied on for software to create financial plans for clients would now be mostly owned by Fidelity Investments.

What companies use eMoney?

What other financial software providers does eMoney integrate with? eMoney works with a number of the industry's most prominent software providers to deliver powerful integration options for financial advisors, including: Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more.

What company owns eMoney?

eMoney Advisor was acquired by Fidelity on Feb 2, 2015 .

What companies use eMoney?

What other financial software providers does eMoney integrate with? eMoney works with a number of the industry's most prominent software providers to deliver powerful integration options for financial advisors, including: Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more.

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