eMoney Advisor Adds AdvisoryWorld to the List of Available Integrations Within Its emX Select Dashboard

CONSHOHOCKEN, Pa.--()--eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, has announced that AdvisoryWorld is the latest integration available as part of the emX Select dashboard in eMoney’s emX wealth management platform.

By partnering with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, and proposal generation technology for advisors, eMoney advisors are able to access the AdvisoryWorld platform and view data from multiple points within emX, giving them the ability to effectively conduct investment and portfolio research and present detailed performance- and diversification-based risk analysis to clients.

“Advisors want choice. They want bi-directional data flow and multiple access points,” said Josh Daltry, eMoney’s Chief Technology Officer. Daltry is part of the team leading the integration charge at eMoney. “Most importantly, they want a seamless user experience for a solution that will allow them to manage their business from a single platform.”

Michael Wilson, President and COO of AdvisoryWorld, echoed that sentiment. “Like eMoney, our focus is to help improve financial advisor efficiency. This integration makes the advisor’s use of our collective tools a more seamless experience, positively impacting the running of their practices. We look forward to working with even more advisors in the eMoney network.”

It’s been a busy year for eMoney on the integration front. The company added Riskalyze, Dropbox, and Digital Fortress to emX Select earlier in the year. The dashboard also features deep-data integrations with Albridge, Envestnet, HiddenLevers, MoneyGuidePro, Morningstar, Orion, and Redtail.

“We have some big partners in the pipeline and are actively collecting feedback from our clients on the applications they’d like to see us integrate with in the future,” said Nick DiLisi, Chief Information Officer at eMoney. “We’re going to take that information and use it to continue to extend the capabilities of emX until we’ve created the ultimate advisor dashboard.”

eMoney and AdvisoryWorld will demo the integration during a live webinar on October 7 at 1:00 p.m.; current and prospective clients can register here.

About eMoney Advisor

eMoney Advisor, LLC (“eMoney”), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, and proposal generation technology for the financial services industry. Their technology tools are fully customizable and are delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.

Contacts

eMoney Contact:
Kelly Waltrich
Director of Communications
(o) 610-684-4653, (c) 610-304-6538
kwaltrich@emoneyadvisor.com
or
AdvisoryWorld Contact:
Jacqueline Silva
Silva Communications
(O) 646-405-6336, (M) 917-880-2464
jacqueline@silvacommunications.com

Release Summary

eMoney Advisor has announced that AdvisoryWorld is the latest integration available as part of the emX Select dashboard in eMoney’s emX wealth management platform.

Contacts

eMoney Contact:
Kelly Waltrich
Director of Communications
(o) 610-684-4653, (c) 610-304-6538
kwaltrich@emoneyadvisor.com
or
AdvisoryWorld Contact:
Jacqueline Silva
Silva Communications
(O) 646-405-6336, (M) 917-880-2464
jacqueline@silvacommunications.com