Premium Client Portal eMoney Advisor is launching a premium client portal with enhanced features, offering a personalized and detailed financial planning experience for advisors. This can be leveraged as a key selling point to attract new clients seeking comprehensive financial solutions.

Decision Center Enhancements The recent considerable enhancements to eMoney Advisor's Decision Center demonstrate a commitment to improving client engagement and collaboration. Sales teams can highlight these updates to showcase the company's dedication to providing sophisticated planning tools for financial professionals.

Acquisition by Bipwealth The acquisition of eMoney Advisor by Bipwealth for $3.3 billion positions the company as part of a larger financial services group with increased managed assets. This integration offers cross-selling opportunities and access to a broader client base for sales expansion.

New Tools and Services eMoney Advisor's launch of new tools and services, such as a premium client portal and the Heart of Advice Podcast, signals innovation and client-centric offerings. Sales representatives can use these developments to showcase the company's commitment to continuous improvement and value-added solutions.

Executive Appointments The hiring of key executives like Oscar Salazar and Jason Novak reflects eMoney Advisor's strategic focus on strengthening sales and information security functions. Sales teams can leverage these appointments to highlight the company's leadership strength and expertise in delivering top-tier financial technology solutions.