Within the advisor technology space, eMoney has always been somewhat of an enigma. It is often categorized as financial planning software, but many advisors purchase eMoney for something other than financial planning. That’s understandable, because the eMoney platform includes account aggregation, analytics, marketing materials, a vault, a client portal and more.

The eMoney platform offers a great deal of functionality, but the various components haven’t always provided the seamless experience that they should. Edmond Walters, the charismatic founder and CEO of eMoney, recently gave me a blunt assessment of the platform — saying that, over the last several years, the platform began to feel dated to him. As a result, Walters undertook a major renovation of the entire eMoney platform.

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