Podknife - Future of Financial Advice with Ed O'Brien, CEO of eMoney Advisor by Wharton FinTech Podcast

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Future of Financial Advice with Ed O'Brien, CEO of eMoney Advisor

Podcast |: Wharton FinTech Podcast
Publisher |: WFT
Media Type |: audio
Podknife tags |: Business,; Education,; Fintech,; Higher Education,; Interview,; Technology
Categories Via RSS |: Technology
Publication Date |: Jan 19, 2017
Episode Duration |: 00:33:41

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.

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