Financial advisor technology firm eMoney Advisor announced Monday its new mobile app aimed at helping people save for retirement. The app, called Incentive (and formerly known as Project Avocado ...

eMoney Advisor announced the launch and general availability of Incentive, a client-led financial planning and wellness application.

Incentive is built, operated, and supported by eMoney, but firms can offer their own financial wellness app with the white labeling option to differentiate their business and build credibility ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

Randor, Pa.-based eMoney Advisor has announced a series of tools it will launch next year, highlighted by a premium version of its client portal that it says will allow for a more customized user ...

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of the newly enhanced Needs Analysis feature. This ...

In March, eMoney launched a white-labeled version of its advisor-connected financial wellness app Incentive. The rebrand-able version of Incentive is available to retirement plan advisors.

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients ...

RADNOR, PA — eMoney Advisor has revealed the agenda for the 2024 eMoney Summit, set to take place from October 21 to October 23. This year’s virtual event, themed “Planning … ...

Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of retirement income products with holistic advisory and financial wellness ...

E-money development has important yet theoretically ambiguous consequences for monetary policy transmission, because nonbank deposit-taking e-money issuers (EMIs) (e.g., mobile network operators) can ...

Financial advisor technology firm eMoney Advisor announced Monday its new mobile app aimed at helping people save for retirement. The app, called Incentive (and formerly known as Project Avocado ...