eMoney Advisor (eMoney), a provider of advanced wealth-planning solutions for financial advisors, has completed another technology integration available in the emX Select dashboard within eMoney’s completely reengineered tool, emX.
Partnering with Peak Advisor Alliance, an advisor coaching and practice management program, eMoney’s advisors now have access to Peak’s latest practice management technology, Digital Fortress, from within emX.
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Combining the expertise of Peak’s premium content with dynamic marketing tools developed by FMG Suite, Digital Fortress provides a one-stop-shop for client communication, practice management, website management, and marketing automation.
Peak Advisor Alliance founder Ron Carson said, "Peak’s partnership with eMoney allows advisors access to world-class consulting and coaching from the cutting edge emX platform."
Recognized as one of industry’s leading advisors, Carson will appear as a keynote speaker at eMoney’s Advisor Summit in May.
The partnership continues to extend the capabilities of emX far beyond just financial planning and aggregation.
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By GlobalDataeMoney’s partnership with Peak Advisor Alliance is another step toward their goal of being the go-to software solution for financial advisors in an increasingly technology-driven marketplace.
eMoney founder and CEO Edmond Walters said, "Today’s advisors are looking to simplify their day-to-day operations and access their most important applications from within one platform. By partnering with Ron and Peak Advisor Alliance to bring Digital Fortress to emX Select, eMoney’s advisors now have the competitive advantage of seamless single sign-on access to premier marketing tools that will help them better communicate their value."
emX Select represents Walters’ vision to create a fully integrated operating dashboard that connects advisors to the technology providers they rely on most.
In addition to Digital Fortress, emX Select already features deep-data integrations with Morningstar, Orion, Redtail, HiddenLevers, Albridge Wealth Advisors, and MoneyGuidePro.
In 2015, eMoney plans to add more than 20 additional partners to that list, creating a comprehensive wealth-management system that simplifies an advisor’s day-to-day operations.
