Financial Advisor

eMoney Launches New Client Visualization Feature Called 'My Plan'

Randor, Pa.-based eMoney Advisor believes providing end clients with more interactive ways to see their financial plans will help advisors better engage with them and has launched My Plan to meet that ...
The Herald-Mail

RightCapital Unveils Cutting-Edge OCR Solution to Automate Financial Plan Transitions from the eMoney Platform to RightCapital

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...
The Victoria Advocate

eMoney Advisor Advances Digital Plan Delivery with Launch of Presentation View in Decision Center

RADNOR, Pa., June 18, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of ...
Financial Advisor

eMoney Launches New Client Visualization Feature Called 'My Plan'

Radnor, Pa.-based eMoney Advisor has a new offering called “My Plan” that helps advisors better engage with their clients by providing a way to visualize client financial plans. The new feature, which ...