In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
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Schedule at a Glance
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Questions for eMoney Advisor

Product Name

eMoney Advisor

What Does It Do?

Combining the industry’s leading client portal with collaborative financial planning software, powerful data aggregation, deep integrations, robust business analytics, marketing, compliance, and more. eMoney’s solutions support the diverse business needs of financial professionals, firms and their clients.

What makes your company or product great?

eMoney transforms the way financial professionals deliver advice at scale and build collaborative relationships with their clients. We are committed to innovation that inspires transformation. We believe our clients’ challenges are our opportunities, and we strive to create and perfect products that address both the challenges that advisors face today as well as those that they may encounter tomorrow. Our nearly 600 employees work with a passion and dedication each day to deliver industry-leading technology and unmatched service—all with the ultimate goal of helping our clients succeed.

What key challenge does it solve?

Through our award-winning products, tailored implementation strategies and in-depth coaching programs, eMoney helps financial professionals and firms differentiate their offerings, streamline business operations, strengthen their client relationships and grow their businesses at scale. Our technology features basic and advanced financial planning capabilities, the industry’s leading client portal, powerful and protected data aggregation, deep integrations, robust analytics, integrated compliance and oversight, and automated marketing and lead generation tools to support each stage of the advisor-client lifecycle.

Best success story?

Our best success story is our rapid growth. In January 2018, we hit 50,000 users, doubling our userbase since 2015. Additionally, with 650 employees in three offices and various remote locations nationwide, the size of the eMoney team has more than doubled. We've also doubled our revenue growth since 2015, and our ARR is up 62% since 2016. Lastly, our customers are more satisfied, according to our latest NPS scores, up 10 points since 2015.

Key Executives:

Ed O'Brien, CEO

Key Customers/Clients:

KestraWaddell and Reed, MetLife, Founders Financial, Prudential, Fidelity Investments, XYPlanning Network, Kestra, plus more than 20,000 indepenedent RIAs

Key Investors:

Fidelity Investments