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eMoney Advisor launches enterprise division


eMoney Advisor has launched eMoney for Enterprise, a division dedicated to supporting the needs of firms seeking scalable technology solutions.

eMoney currently serves more than 40,000 clients and has seen a 24 per cent increase in enterprise adoptions since 2015.
As a result, 35 enterprise clients representing more than 17,000 financial professionals working at banks, large RIAs, broker-dealers, insurance companies and other financial institutions now make up approximately 40 per cent of eMoney's user-base.
To better support current and prospective enterprise clients, the company has been continuously dedicating talent and other resources to focus on enterprise solutions, account management, marketing and sales. Additionally, eMoney's product strategy has expanded to better accommodate enterprises through an enhanced suite of capabilities, user roles, pricing and packaging options.
"We believe that the value advisors bring to their clients transcends the size of their practice, and we are committed to delivering solutions that support a wide range of advisors and firms with diverse needs," says Ed O'Brien, CEO of eMoney.
"Over the past 16 years, we've built our business, advisor by advisor, relationship by relationship, to earn the trust and loyalty of the industry's best. Given the experiences we've developed in supporting large scale deployments – as well as a meaningful number of true enterprise relationships – we think it's the right time to launch this new division for financial institutions looking to implement technology across their entire user-base. We've served enterprise clients for quite some time now, and we understand that each organisation's goals are different. To best support them, we must offer a personalised technology partnership, no matter their size or scope.”
To help enterprise clients accomplish their business goals, eMoney has conducted research to identify their organisational needs at both the firm and home office levels. Subsequently, as new products and features are developed and updates are made to current functionality, distinct variations exist within each to accommodate both the advisor and the enterprise buyer.
At both the adviser and enterprise levels, these solutions offer integrated adviser and client experiences, third-party integrations, flexibility and choice in financial planning capabilities and account aggregation, among other features that can be customised and configured for enterprises looking to offer eMoney to a large number of their advisers.
"Our solutions provide the most value when fully aligned with the goals of the adviser, and we've successfully applied and continue to evolve this philosophy for firms looking for scalable ways to improve their businesses through technology partnerships and outsourced innovation – from planning needs to compliance, data analytics, marketing and more," says O'Brien.
"We're confident we can serve advisers and firms across all segments, relying on the principles that have brought us to where we are today and executing on our commitment to innovation now more than ever."

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