Western International Securities to Offer eMoney Advisor’s Financial...

General News

Summary

Beginning in mid- December, Western will launch their integrated client portal and financial planning tools, which will be powered by eMoney’s industry-leading wealth management technology.Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” said Stephen Langlois, Head of Business Development at eMoney.eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes.Developed and perfected by more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide.

Classifications

industries
Fintech & Banking
applications
Sales and Marketing

AskAI Classifications

Labels
Financial Planning Software SaaS

Linked Companies

eMoney Advisor
$50M to $100M