From the Desk of Kelli...

From the Desk of Kelli…

March 14, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, today announced that its Decision Center solution has been selected as winner of the “Best Wealth Management Product” award in the 8th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global Fintech market today. This is the eighth consecutive year eMoney has been recognized by Fintech Breakthrough.

“This award is a testament to our commitment to building long-term trust and confidence between professionals and their clients,” said Susan Mckenna, CEO at eMoney Advisor. “Over the past year, we’ve introduced numerous enhancements to Decision Center, making our most dynamic planning solution even more powerful. And we’re committed to its continuous development in 2024 and beyond,” added McKenna.

About Decision Center
Decision Center is a comprehensive financial planning tool designed to foster collaboration between financial professionals and their clients. Its standout feature is real-time cash flow planning. The versatile platform allows for visualization of a variety of planning scenarios, empowering users to tailor their approach to suit their clients’ unique needs. With eMoney users taking over 15 million actions within Decision Center in 2023, it continues to be eMoney’s most powerful solution for financial professionals who want to plan collaboratively with their clients, take action, and celebrate wins together.

In the last 18 months, eMoney doubled the number of reports within Decision Center. This expansion not only enables new planning discussions but also allows users to create customized financial plan dashboards with the new Multi-View feature. With the addition of Solvers, advisors can instantly address client queries in real-time.

Additionally, eMoney has also improved the presentation builder, giving users access to every eMoney report when creating deliverables, regardless of where they are in the platform. Presentations can include any of our 250+ advanced planning reports.

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261