The tool evaluates client data and produces planning strategies based on factors such as income, assets, taxes, retirement timing, and spending, according to the company. eMoney said CoPlanner allows ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...

Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney ...