1st Global and eMoney Partner to Offer CPA Financial Advisors Cutting-edge Financial Planning Platform

DALLAS--()--1st Global, an independent wealth management partner to exceptional CPA firms, has partnered with eMoney Advisor, a leading provider of scalable wealth management technology, to offer affiliated CPA firms an industry-leading financial planning solution that allows them to efficiently track client behavior, benchmark performance against personalized goals and pinpoint opportunities for growth with firm-level analytics.

“1st Global’s new partnership with eMoney expands our integrated technology platform and is a huge value-add for our advisors,” said David Knoch, President of 1st Global. “This state-of-the-art technology will enhance the client experience and enable our affiliated CPA firms to better attract and retain their financial planning clients, as well as engage with them more deeply.”

eMoney’s industry-leading technology offers advisors a real-time, on-demand financial experience that strengthens relationships by focusing on the client’s financial goals, rather than market movement. The way advisors engage with their clients and the way clients engage with their finances has changed, and eMoney’s technology keeps advisors at the forefront of digital trends.

In addition, 1st Global’s customized version of the eMoney system has been enhanced to incorporate 1st Global’s capital market assumptions and investment models and to provide access to compliance-approved account aggregation functionality and digital document storage.

“Advisors’ jobs are more challenging than ever before, which is why we want to help them simplify their business processes so they can spend more time on what matters --- understanding their clients’ goals and building relationships with them,” said Stephen Langlois, Head of Business Development at eMoney. “We’re confident that our technology will help 1st Global advisors achieve greater efficiency, scale, competitive edge and growth in their businesses, while delivering the tech-enabled experience that their clients are used to receiving in most aspects of their lives.”

For more information on 1st Global, visit the company’s website at www.1stGlobal.com.

 

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

Securities are offered through 1st Global Capital Corp. which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.

 

Contacts

1st Global
Ryan George, 214-294-5430
rgeorge@1stGlobal.com
or
eMoney Advisor
Joanna Armandi, 215-990-1469
jarmandi@emoneyadvisor.com