Embree Financial Group selects eMoney Advisor for Asset and Wealth Management

In 2019, Embree Financial Group, a United States based Banking and Financial Services organization with 200 employees and revenues of $30M selected eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management while displacing Legacy, and integrating with the existing systems being used.

Customer Vendor Old Product New Product Category Market Users VAR/SI When Live
Embree Financial Group eMoney Advisor Legacy eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management Investment Management n/a n/a 2019 2019
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