Strategy
eMoney Links Up With AdvisoryWorld
AdvisoryWorld is now available via the emX Select dashboard in eMoney Advisor's emX wealth management platform.
By partnering with AdvisoryWorld - which provides investment analytics, portfolio modeling and proposal generation technology - eMoney advisors can access the former's platform and view data from multiple points within emX.
It has been a busy year for eMoney on the integration front. The company added Riskalyze, Dropbox and Digital Fortress to emX Select earlier in the year, for example. The dashboard also features data integrations with Albridge, Envestnet, HiddenLevers, Morningstar, Orion and Redtail.
“We have some big partners in the pipeline and are actively collecting feedback from our clients on the applications they’d like to see us integrate with in the future,” said Nick DiLisi, chief information officer at eMoney, the Conshohocken, PA-based firm. “We’re going to take that information and use it to continue to extend the capabilities of emX until we’ve created the ultimate advisor dashboard.”
eMoney was bought by Fidelity Investments earlier this year. This month, Fidelity appointed Michael Durbin as interim chief executive of eMoney, following the decision by its founder, Edmond Walters, to step out of his CEO role and leadership position after 15 years at the firm.