eMoney Advisor Expands Account Aggregation Capabilities with CashEdge
Paoli, PA & New York, NY – April 22, 2003 —eMoney Advisor, a leading provider of holistic wealth planning and management solutions, today announced that it has partnered with CashEdge Inc., a provider of secure Online Money Movement and Advanced Account Aggregation, to deliver expanded aggregation capabilities to users of its AdvisorPlatform.
“CashEdge is an industry leader and is well recognized for its strong account aggregation capabilities and access to literally thousands of financial institutions,” said C. H. Low, Executive Vice President of Strategic Development at eMoney Advisor. “They exemplify the flexibility, quality and reliability that we want to provide our customers as part of our AdvisorPlatform.”
eMoney's AdvisorPlatform provides financial advisors with a Web-based wealth-planning tool that offers a comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. With the AdvisorPlatform, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date, and monitoring significant changes in their clients' portfolios. By incorporating CashEdge’s Advanced Account Aggregation platform into its AdvisorPlatform, eMoney increases the quality and reliability of its aggregation feature, which is core to its planning platform.
“eMoney Advisor offers one of the most comprehensive wealth planning platforms on the market and we are pleased to be partnered with such an innovative group,” said Sanjeev Dheer, CEO of CashEdge. “Our relationship with eMoney Advisor is a ringing endorsement of the value of our data and services to providers of wealth management services,” he added.
About eMoney Advisor
Headquartered in Paoli, PA, eMoney Advisor is a leading provider of holistic wealth planning solutions that focus on maximizing the advisor–client relationship. eMoney Advisor combines expert consulting and innovative technology to deliver comprehensive wealth planning solutions and services that leverage more than two decades of financial planning and wealth management experience. eMoney Advisor’s solutions are enhancing advisor–client relationships for a variety of financial services companies serving thousands of high-net-worth and affluent clients throughout the country. For more information on eMoney Advisor, visit our Web site at www.emoneyadvisor.com.
About CashEdge
CashEdge® provides innovative, online financial applications to banks, credit unions and wealth management firms. CashEdge's solutions include end-to-end online account opening and funding, funds transfer, small business payments and invoicing, and data consolidation. These proven solutions are flexible, scalable and supported by extensive risk management capabilities.
CashEdge has been ranked by Inc. Magazine as one of the 500 fastest growing private companies in the United States for two years in a row. In 2007 it was also recognized by the 2007 Deloitte Technology Fast 500 and Fast 50 as one of the nation's 500 fastest growing private companies and one of the 50 fastest growing companies in the New York area, respectively. The company currently serves hundreds of leading financial institutions including four of the top five banks, 23 of the top 100 banks, and 20 of the top 100 credit unions. CashEdge has offices in New York, Silicon Valley and India. For more information, please visit www.cashedge.com.
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