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    Financial Advisor Software Clients

 

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eMoney’s clients cross a large spectrum of financial professionals from large financial services companies, independent advisors, attorneys, CPAs and investment advisors. eMoney has enterprise relationships with 9 of the 15 largest insurance companies in America, the majority of the most successful independent broker dealers and many of the nation’s leading advisory firms.

Mass Mutual Financial Group TD Bank Guardian

Securian

MetLife

LPL Financial Services

CBIZ Trans America

First Commonwealth

Northern Trust NFP Securities, Inc Woodbury Financial Services
Armeritas Investment Corp Associated Securities Corp Nationwide Financial
Raymond James Financial Inc National Planning Corporation