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 ...
The MarketWatch News Department was not involved in the creation of this content. -- The three-day event inspired by eMoney's 25th anniversary is focused on key trends driving the next era of ...
New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...