Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building
Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities
Author Judy Messina April 25, 2011 at 2:43 PM
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Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 at 11:09 PM
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eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien
