eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing best-in-class digital tools ranging from advanced planning software to compliance, analytics and marketing solutions.
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“At eMoney, we envisioned developing technology, with features like a Client Portal, that would give clients access to a living, breathing plan at their fingertips.”
The Early Days
Founded at the end of the dot-com bubble in June 2000 in Radnor, Pa., eMoney was created to make advisors more efficient by leveraging the internet. While financial technology solutions existed in the late 1990s, a gap presented itself in financial planning tools. In 2001, eMoney released the first version of its platform, including the Advisor Dashboard, Client Portal, Aggregation, and The Vault.
“Just a couple decades ago, a typical financial plan was delivered to clients in a giant box or binder. By the time it was printed, the plan was already out of date,” said Nick DiLisi, head of technology at eMoney, who joined the company in September 2001. “At eMoney, we envisioned developing technology, with features like a Client Portal, that would give clients access to a living, breathing plan at their fingertips.”
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