Today we are excited to announce our integration with eMoney through their emX wealth management platform. Read the full release below.
More Choice for Advisors: Another Top Technology Provider Partners With eMoney
CONSHOHOCKEN, Pa.– eMoney Advisor (“eMoney”), a leading provider of advanced wealth-planning solutions for financial advisors, has announced that Riskalyze is now integrated as part of the emX Select dashboard in eMoney’s emX wealth management platform.
“We’re making good on the promise we made to our clients earlier this year and delivering the leading fully-integrated advisor dashboard that connects advisors to the technology providers they rely on most.”
“Integration is the biggest trend in our industry right now,” said Edmond Walters, eMoney’s founder and CEO. “We’re making good on the promise we made to our clients earlier this year and delivering the leading fully-integrated advisor dashboard that connects advisors to the technology providers they rely on most.”
By partnering with Riskalyze, a top provider of risk assessment technology and inventor of the Risk NumberTM, eMoney advisors are able to access the Riskalyze platform through seamless single sign-on and view Risk Numbers for both clients and portfolios all from within emX. Named one of the industry’s most innovative tech solutions, Riskalyze’s groundbreaking technology enables advisors to pinpoint client risk tolerance with 96% accuracy.
“As much as advisors love to show prospects they’re invested wrong, they also love proving to clients they’re invested right,” said Aaron Klein, CEO at Riskalyze. Klein is slated to speak at eMoney’s Advisor Summit in October. “Delivering that capability within an interactive wealth management system like emX gives advisors even more opportunity to demonstrate to clients how the right portfolio, quantified for the correct amount of risk, is critical in meeting their long-term financial goals.”
Riskalyze is the latest technology solution offered in the emX Select dashboard, Walters’ vision for a single portal through which advisors can manage their entire wealth management process and simplify their day-to-day operations. In May, Dropbox became accessible within emX’s Vault feature, saving time and eliminating duplication for advisors and clients already using the popular file storage service. emX Select also features deep-data integrations with Albridge Wealth Advisors, Digital Fortress, Envestnet,HiddenLevers, Morningstar, MoneyGuidePro, Orion, and Redtail.
“We’re just getting started,” continued Walters. “We’ll keep working to give our advisors every advantage possible; partnering with tech-leaders and innovators like Riskalyze helps us do just that.”
eMoney and Riskalyze will demo the integration during a webinar on August 13 at 4:00 p.m. EDT; 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.
Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $90 billion in assets. To learn more, visitwww.riskalyze.com.