eMoney Advisor Releases String Of Enhancements

Eliane Chavagnon

11 February 2016

eMoney Advisor, which was acquired by Fidelity in February last year, has unveiled new features including self-registration and an automated onboarding process.

The firm said it has also rolled out new features aimed at fostering a more personalized approach to help end-clients visualize the value their advisor adds in the context of financial milestones.

eMoney launched its new “client experience” at the T3 Advisor conference in Fort Lauderdale, FL, yesterday.

Drew DiMarino, eMoney’s executive vice president and head of sales, is scheduled to preview several other initiatives the Radnor, PA-based firm has on the horizon, including in the areas of prospecting, management analytics and brokerage account integration.