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 ...

"With Presentation View, we're transforming the way financial plans are delivered in eMoney, using a modern, interactive plan sharing experience," said Chad Porche, senior vice president of ...

With the launch of My Plan in 2024, eMoney modernized how end-clients could view their financial plans. Presentation View builds on that commitment and marks the next step in digital plan delivery.