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eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much salesmanship

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

Author Lisa Shidler July 7, 2016 at 5:14 PM
Admin:
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Drew DiMarino: Anytime we get a chance to present to the top advisors, we’ve got a very good chance of winning

Smarter

Smarter

July 7, 2016 — 8:39 PM

eMoney’s retention rate is 20-30%. Nice work tricking them into a multi year agreement.


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Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

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Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein



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