List of eMoney Advisor Customers
Radnor, 19087, PA,
United States
Since 2010, our global team of researchers has been studying eMoney Advisor customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management include: BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, BMO Capital Markets, a Canada based Banking and Financial Services organisation with 2800 employees and revenues of $1.30 billion, Umpqua Bank, a United States based Banking and Financial Services organisation with 5114 employees and revenues of $1.30 billion, UMB Fund Services, a United States based Banking and Financial Services organisation with 3500 employees and revenues of $1.20 billion, Avantax, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $900.0 million and many others.
Contact us if you need a completed and verified list of companies using eMoney Advisor, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The eMoney Advisor customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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2020 Financial Advisers | Banking and Financial Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2020 | n/a |
In 2020, 2020 Financial Advisers implemented eMoney Advisor on their website. eMoney Advisor is being used as a Portfolio and Investment Performance and Planning,Asset and Wealth Management application to support client-facing financial planning and advisor portfolio management workflows for the firm.
The deployment of eMoney Advisor centers on advisor-configured financial planning and portfolio reporting modules, including portfolio aggregation, cash flow based planning, performance reporting, and a client portal for secure plan delivery. eMoney Advisor is configured to present client dashboards and deliver planning deliverables through the firm website, aligning the application with typical Portfolio and Investment Performance and Planning,Asset and Wealth Management functionality for small advisory practices.
Operational scope covers advisory and client service functions at 2020 Financial Advisers in the United States, with advisors owning plan configuration and client access controls. Governance focuses on advisor workflow integration, client onboarding through the website portal, and controlled sharing of financial plans and reports via the eMoney Advisor platform.
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401K Generation | Professional Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
In 2022, 401K Generation began using eMoney Advisor as its primary client-facing planning and portfolio tool. 401K Generation uses eMoney Advisor in the Portfolio and Investment Performance and Planning,Asset and Wealth Management category, and the application is surfaced on the firm website to support advisor to client engagement and client portal access.
The deployment is implemented at firm level for the small professional services advisory team, where eMoney Advisor provides standard category-aligned capabilities such as financial planning workspaces, interactive cash flow and retirement planning tools, and portfolio performance reporting and aggregation for client-facing presentations. Configuration and operational use center on advisor workflows and client onboarding, with the eMoney Advisor client portal integrated into the public website to deliver secure access for clients and to centralize planning artifacts and contact-level financial profiles for the advisory team.
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A.O. Wealth Advisory | Banking and Financial Services | 5 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
In 2022, A.O. Wealth Advisory implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The five person United States advisory is using eMoney Advisor on their website to provide a client facing planning portal and advisor workspace. This implementation places eMoney Advisor at the center of the firm's financial planning and investment management functions.
Configuration emphasizes financial planning modules, portfolio performance reporting, scenario modeling, and account aggregation to deliver consolidated client views and planning driven advice. Operational coverage is scoped to advisory and client service workflows, with governance configured for client consent, secure client access, and structured onboarding and review processes inside the eMoney Advisor environment. A.O. Wealth Advisory eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management therefore links the application, the advisory firm, and core business functions for ongoing client engagement.
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Professional Services | 10 | $2M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2012 | n/a |
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Banking and Financial Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Insurance | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Professional Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2020 | n/a |
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Banking and Financial Services | 30 | $3M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2019 | n/a |
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Insurance | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 50 | $5M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Buyer Intent: Companies Evaluating eMoney Advisor
- Dakota, a United States based Leisure and Hospitality organization with 10 Employees
- Bank Of The Bluegrass, a United States based Banking and Financial Services company with 62 Employees
- Hainan Airlines, a China based Transportation organization with 34906 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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