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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

financial-planning-software

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Company
How eMoney Turned $10.5 Trillion Into a Conversation
Fintech · Saas · Enterprise

How eMoney Turned $10.5 Trillion Into a Conversation

eMoney’s planning platform gives financial advisors and clients the same live picture of a household’s money. Its depth is the draw - and the reason simpler practices may find it too much.

financial-planning-software · wealth-managementRead →
Company
A Client Rejected His Financial Plan. Asset-Map Turned the One Page He Kept Into a Business
Fintech · Saas · Enterprise

A Client Rejected His Financial Plan. Asset-Map Turned the One Page He Kept Into a Business

Financial planning kept producing thicker reports. Adam Holt's client wanted the scribbled one-page map instead. Asset-Map built a fintech company around that awkward, useful rejection.

financial-planning-software · advisor-techRead →