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eMoney Advisor

 
Radnor, Pennsylvania, United States
2000
Company Overview
eMoney Advisor, LLC (“eMoney”) is a comprehensive and scalable financial planning technology software company that provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth.
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Products and Services

Bamboo

 
Formerly known as Advisor Branded Marketing (ABM), Bamboo is a digital marketing solution that helps provide advisors with the tools and resources they need to acquire, retain, and engage their clients and prospects. Bamboo combines planning and marketing tools, with product features that include a marketing dashboard “deeply integrated” with the eMoney platform and fully automated campaign workflows to schedule and launch targeted lead generation content campaigns to digital channels in only a few clicks.
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Connect with eMoney Advisor

Marketing Function