Expert Insights and Product Innovation Unveiled at eMoney Advisor's Annual Summit
Expert Insights and Product Innovation Unveiled at eMoney Advisor's Annual Summit
In a landmark event celebrating its 25th anniversary, eMoney Advisor convened financial professionals from around the globe for the 2025 eMoney Summit. Held virtually from October 20-22, the summit attracted over 1,400 participants, including RIAs, broker-dealers, banks, and insurance firms, illustrating the widespread impact of eMoney's technology solutions.
Celebrating 25 Years of Impact
CEO Susan McKenna opened the summit by reflecting on eMoney's journey, highlighting key milestones and the substantial evolution of financial planning it has fostered. Notable achievements over the past year included the rollout of 25 new features, an increase of 26,000 users, and a remarkable 96% client satisfaction score. The summit's theme,
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.