Needs Analysis is a scalable solution that directly addresses this need in the market," said Chad Porche, senior vice president of product management at eMoney. "We believe it will allow advisors ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

Founded in 2000, eMoney Advisor is the leading provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial ...