List of eMoney Pro Customers
Radnor, 19087, PA,
United States
Since 2010, our global team of researchers has been studying eMoney Pro 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 Pro for Portfolio and Investment Performance and Planning 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 Pro for Portfolio and Investment Performance and Planning include: Winthrop Wealth, a United States based Banking and Financial Services organisation with 36 employees and revenues of $20.0 million, Dvb Financial, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using eMoney Pro, 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 Pro 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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Dvb Financial | Banking and Financial Services | 10 | $2M | United States | eMoney Advisor | eMoney Pro | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, DVB Financial implemented eMoney Pro as a Portfolio and Investment Performance and Planning application to support its financial planning practice. The firm uses eMoney Pro for cash-flow and retirement planning to drive client conversations and model scenarios for clients in the Harrisburg, PA region, focusing on finance and financial planning services.
Implementation emphasized account aggregation and scenario modeling capabilities, with eMoney Pro providing consolidated account views, cash-flow projection engines, and scenario-based retirement modeling to structure client meetings and recommendations. Operational scope centers on advisor-client interactions and meeting workflows, where adoption centralized client profiles and scenario outputs within eMoney Pro. The firm reports improved meeting efficiency and clearer client communication through account aggregation and scenario modeling, supporting business growth since adoption in 2017.
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Winthrop Wealth | Banking and Financial Services | 36 | $20M | United States | eMoney Advisor | eMoney Pro | Portfolio and Investment Performance and Planning | 2008 | n/a |
In 2008, Winthrop Wealth implemented eMoney Pro for Portfolio and Investment Performance and Planning. The deployment was centered on planning-led wealth management across the firm’s Boston and Westborough, MA offices and focused on the finance and financial planning functions. eMoney Pro, including the Decision Center and API integrations, was adopted to formalize client planning workflows and support an annual review cadence across advisory teams.
The implementation leveraged the Decision Center to operationalize scenario modeling and client-facing plan presentations, while API integrations connected external account and aggregation data into the eMoney Pro environment. Configuration emphasized repeatable playbooks and standardized plan templates to ensure consistent plan generation, client portal access for engagement, and consolidated reporting for review meetings. Workflows were instrumented to pull synchronized account data into annual reviews and to surface plan assumptions during client meetings.
Governance centered on codifying planning playbooks and establishing an annual review process that the firm could scale across offices. The rollout reinforced a repeatable planning process, stronger client engagement, and scalable growth by embedding playbooks and data-driven reviews into day to day advisory operations. Operational scope remained focused on financial planning and advisory delivery from the two Massachusetts offices, with ongoing use of eMoney Pro as the planning and client engagement platform.
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