eMoney continues to build strong relationships with a variety of organizations in order to increase opportunities for our customers to maximize their advisor-client relationships. These partners have a strong presence in the markets they serve and a focus on delivering superior customer service.
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Bergin Communications
Bergin Communications is a firm that helps advisors and financial service providers more closely connect with clients and prospects through messaging development and innovative marketing, communications and public relations initiatives. |
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CashEdge
CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. |
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DAZL
DAZL, an electronic data transfer tool, supports your need to gain instant
access to the most current mutual fund and client account information. This powerful data delivery tool enables you to easily download client data files via
the Internet, and then import the data into a variety of portfolio management software packages. |
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eSignal
The eSignal business unit is a division of Interactive Data Corporation specializing in the delivery of real-time market information and the development of advanced trading workstations. |
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G.S. Schwartz & Co Inc.
G.S. Schwartz & Co. is a leading mid-sized independent agency serving technology, business-to-business, financial services and consumer clients, both nationally and internationally. |
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Haney & Hecht
Haney & Hecht, an estate planning boutique in Villanova, counsels and advises individual clients, families and closely held businesses with respect to all aspects of estate planning and property transfer and disposition. |
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Ibbotson
Ibbotson Associates® is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. |
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MarketWatch
MarketWatch, Inc. is a leading provider of business news, financial information and analytical tools. eMoney Advisor makes MarketWatch content available to its customers within the application. |
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Microsoft
Microsoft provides a variety of products and services, including its Windows operating systems and Office software suite. |
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Miningham and Oellerich
Miningham & Oellerich, Inc. (M&O) is a technology partner for leading institutional broker-dealers, banks and insurance companies for innovative and effective enterprise data management solutions. |
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Sungard
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies. |
