Bringing you live news and features since 2006 

Kestra Financial to offer eMoney Advisor’s financial planning platform


Independent adviser platform Kestra Financial has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.

Beginning in the second quarter, Kestra Financial will launch its integrated client portal and comprehensive financial planning solution, which will be powered by eMoney’s industry-leading wealth management technology. All advisors affiliated with Kestra Financial will be offered direct access to trading and account level details, complete with easy access single sign-on, enabling a consistent client experience.
“Kestra Financial’s partnership with eMoney will allow our advisors access to a state-of-the-art technology experience that will be a huge value-add for their clients,” says James Poer, CEO of Kestra Financial. “We selectively partner with sophisticated, upstream advisors, and are committed to helping them deepen their relationships with clients. Our upgraded platform – powered by eMoney – will allow our advisors to build even more collaborative relationships as they attract, retain and engage with their clients.”
eMoney’s industry-leading client portal offers clients of Kestra Financial advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organisation, and unlimited, secure document storage.
“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” says Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Kestra Financial’s advisors will soon find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by