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eMoney Advisor, LLC (“eMoney”) 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. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.

Nick DiLisi

Head of Technology

Award Category
Technology Providers: Account Aggregation
Initiative
API-based Aggregation
As the national conversation about protecting data from digital threats continues, eMoney is constantly reevaluating how to deliver the highest standards of data security. To address changes in the evolving threatscape, eMoney is leading the industry to transition from traditional aggregation to secure APIs. This will better protect confidential client credentials, such as usernames and passwords, and give end-clients more control over how and where their data is used.

Nick DiLisi

Head of Technology

Award Category
Technology Providers: Chief Technology Officer of the Year
Nominee
Nick DiLisi, Head of Technology, eMoney Advisor
Nick led the complete redesign of the eMoney development model from a single location, single team to Agile with 40+ teams of 250 people across four countries and over 20 states. He also drove the efforts for the introduction of Foundational Planning – the industry’s only full-spectrum planning system that includes both cash flow and goals-based planning. Nick has shifted eMoney from screen scraping to an API-based data aggregation strategy to heighten security standards.

Jess Liberi

Head of Product

Award Category
Technology Providers: Financial Planning
Initiative
Foundational Planning
Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform, enabling advisors to evolve their clients’ financial plans as their needs grow more complex. Foundational Planning starts with a streamlined data gathering process using step-by-step workflows, modular planning focused on retirement, education, and spending goals that, when combined, create a holistic plan.

Jess Liberi

Head of Product

Award Category
Technology Providers: Innovation New Applications
Initiative
Advisor Branded Marketing Automated Campaigns

“Financial advisors face a few marketing challenges, including finding time for marketing, not generating enough leads/prospects, and overall lack of efficiency. With the new, simplified campaign workflow and automation in Advisor Branded Marketing, eMoney’s digital marketing solution, advisors can schedule and launch targeted content campaigns to generate and nurture leads through digital channels. Each campaign includes the following:

Ed O'Brien

CEO

Award Category
Technology Providers: Thought Leadership
Initiative
The Heart of Advice eBook
The 2019 eMoney Heart of Advice Study focused on three dimensions of advice—using a set of shorthand conceptual terms: the head, the heart, and the hand. The research uncovered compelling insights on how advisors can deliver a remarkable client experience. We sought to determine the right balance between these aspects based on the contrasting perspectives of clients and advisors. Expanding on our concepts: The head: Curating information to help drive client decisions. Applying industry knowledge and book smarts to offer effective advice. The heart: Engaging clients through empathy and understanding. Focusing on behavioral, emotional, and interpersonal elements by meeting clients on their terms. The hand: Leveraging technology to create exceptional client experiences. Harnessing the computational and communication-enhancing benefits of tech platforms to deliver high-quality decisions.

Ed O'Brien

CEO

Award Category
Technology Providers: Thought Leadership
Initiative
eMoney Podcast: That Makes Cents
eMoney launched a podcast series titled “That Makes Cents,” which is rooted in the concept of talking about money. The podcast – which is more consumer-focused in nature – is for everyone who wants to learn something about money. Through discussions with industry experts and financial advisors, each episode breaks down what investors and/or advisors need to know about financial planning trends, technology, behavioral finance and more. Each episode features interviews with thought leaders and key decision makers from across the financial services industry. These experts will draw from their backgrounds to provide insights on the intersection of financial planning, technology, and behavioral finance.
Resources
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About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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