Media Coverage 2008

December 24, 2008
“eMoney Advisor Launches iPhone app”  By Dan Butcher

eMoney Advisor, a wealth and goal-planning service provider for financial advisors has released eMoney Mobile for iPhone and iPod touch. This new application provides licensed advisors and their clients with access to financial data using eMoney's 360 & 360 Pro software suite. eMoney Mobile is available via Apple's App Store.

October 1, 2008
“On the Side”  By Gwen Moran

It was truly a Cinderella story. In 2000, Edmond Walters took the knowledge he had gained from years of working as a financial planner and developed a Conshohocken, Pa.-based online company called eMoney Advisor.

January 28, 2008
“Wealth managers emphasize intergenerational planning”  By Charles Paikert

"We're seeing more firms with clients from different generations," said Matthew Schulte, senior vice president of financial planning for eMoney Advisor Inc. in Conshohocken, Pa. "Everybody is fighting for assets under management, and one of the best ways to secure that is to work with the next generation."

January 14, 2008
“Financial advisors looking for silver lining in the clouds”  By Charles Paikert

Anxious clients should also be advised to make sure they have cash for an emergency reserve, said Paul McClatchy, vice president of financial planning at Conshohocken, Pa.-based eMoney Advisor Inc. And clients concerned about job security should be told to open up a line of credit, he said. "That's something they can't do when they lose a job," Mr. McClatchy said.

January 8, 2008
“Financial advocate for the family”  By Edmond Walters

The financial advocate for the family does not threaten existing relationships, but instead collaborates with those professionals in the common pursuit of serving the client's needs. In other words, the financial advocate for the family becomes the de facto leader of the advisory team.

January 7, 2008
“Technology efforts this year might lure people to the web”
By Davis J. Janowski

Edmond Walters, chief executive of eMoney Advisor Inc. in Conshohocken, Pa., said that the days of spending a lot of money on product-focused web pages were over. His company surveyed the advisers who used its popular software and found they wanted to see a stronger focus next year on the client-side experience.