Le Lézard
Classified in: Science and technology, Business
Subject: PDT

Private Advisor Group to Offer eMoney Advisor's Financial Planning Platform to Its Advisors

MORRISTOWN, N.J. and RADNOR, Pa., Sept. 12, 2019 /PRNewswire/ -- Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money.

Today's hybrid solution for independent advisors. (PRNewsFoto/Private Advisor Group)

On September 12, 2019, Private Advisor Group launched their integrated client portal and financial planning tools, which are powered by eMoney's industry-leading wealth management technology. More than 650 advisors affiliated with Private Advisor Group have access to a client focused experience, including direct access to client reporting, trade and account level details and communications. Advisors are able to enjoy easy access single sign-on coupled with a consistent experience for their clients.

"After considering other platforms, we found that eMoney provided a best-in-class solution for our advisors," said James Sullivan, Head of Advisor Solutions at Private Advisor Group. "Our advisors will benefit from eMoney's industry leading technology by allowing them to respond to client needs in real time across their book of business while integrating with other platforms, including Riskalyze."

eMoney's industry-leading client portal offers clients of Private Advisor Group advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.

Selected as the "Best Overall Fintech Software" by FinTech Breakthrough in 2019 for the second consecutive year, eMoney's technology solutions are used by more than 60,000 financial professionals across the country, serving 4.4 million households nationwide.

"We're thrilled to help advisors at Private Advisor Group offer a planning-led client experience using eMoney's solutions. Today, planning is more than a service that's nice to have. It's a critical component of the wealth management process that drives growth for advisors and firms, while also providing immense value to their clients," said Stephen Langlois, Head of Business Development at eMoney.

About Private Advisor Group

Private Advisor Group (PAG) is today's platform solution designed for the independent advisor. Founded by advisors John Hyland and Pat Sullivan, PAG has quickly become an industry standard for advisors who seek support in risk management, compliance back-office solutions and service.

Private Advisor Group's mission is to help advisors grow their business by providing a suite of services that enables them to stay focused on their clients. The firm has grown to over $19 billion in assets under management and supports more than 650 advisors as of June 30, 2019. For more information, visit www.privateadvisorgroup.com.

About eMoney
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 60,000 financial professionals across firms of all sizes use the eMoney platform to serve 4.4 million households throughout the U.S.

eMoney Contact:                                

Private Advisor Group Contact:

Joanna Armandi                                    

Berta Aldrich

Manager, Corporate Communications   

Chief Marketing Officer






SOURCE Private Advisor Group

These press releases may also interest you

at 08:00
The Janssen Pharmaceutical Companies of Johnson & Johnson announced today results from the randomized Phase 2 GRIFFIN (MMY2004) study showing that the addition of DARZALEX® (daratumumab) to bortezomib, lenalidomide and dexamethasone (VRd) induced...

at 06:08
Kodiak Sciences Inc. , a clinical-stage biopharmaceutical company specializing in novel therapeutics to treat chronic, high-prevalence retinal diseases, today announced emerging durability data in patients with wet age-related macular degeneration...

at 05:15
IAA 2019 ? At the International Motor Show in Frankfurt (IAA), Horizon Robotics, leader of edge AI computing, unveiled its 2nd generation automotive AI processor ? Horizon Journeytm 2 to the international public. Founded in 2015, Horizon Robotics has...

at 03:00
Tata Elxsi, a global design and technology services company, is pleased to announce the availability of Tata Elxsi's hardened OSM distribution (TEOSM), a service orchestrator solution based on ETSI NFV OSM Release SIX. Open Source MANO (OSM) is a...

at 02:27
Elbit Systems Ltd.  ("Elbit Systems") announced today that its U.S. subsidiary, Elbit Systems of America, LLC ("Elbit Systems of America"), completed the acquisition of the Night Vision business of L3Harris Technologies  ("Harris Night Vision") for a...

at 02:00
Atomos today announced a permanent price reduction on their widely popular Shinobi and Shinobi SDI 4K HDR Monitors. Effective immediately, the Shinobi monitor will now be available worldwide from ?299/USD $299 (reduced...

News published on 12 september 2019 at 06:00 and distributed by: