Wharton Fintech Podcast
Future of Financial Advice with Ed O'Brien, CEO of eMoney Advisor
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:33:41
- More information
Informações:
Synopsis
Bobby Rosenbleeth chats with Ed O’Brien, CEO of eMoney Advisor, a financial technology company serving more than 40,000 financial professionals nationwide. Featuring an industry leading client portal, collaborative financial planning capabilities, powerful data aggregation services, deep integrations with top third-party applications, and robust business analytics, eMoney’s product suite helps financial advisors build trust, strengthen their relationships, and succeed. Fidelity Investments acquired eMoney in 2015.