Statements (67)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services_company
|
| gptkbp:bfsLayer |
3
|
| gptkbp:bfsParent |
gptkb:Company
|
| gptkbp:acquired |
gptkb:Company
|
| gptkbp:character_customization |
financial plans
|
| gptkbp:client |
gptkb:Educational_Institution
|
| gptkbp:developed_by |
e Money Advisor, LLC
|
| gptkbp:enables |
collaborative planning
|
| gptkbp:features |
data aggregation
|
| gptkbp:focuses_on |
financial planning
|
| gptkbp:founded |
gptkb:2000
|
| gptkbp:has_feature |
collaborative tools
risk assessment scenario analysis performance tracking document storage goal tracking client onboarding interactive planning tools |
| gptkbp:has_part |
reporting tools
financial planning tools client communication tools |
| gptkbp:headquartered_in |
gptkb:Radnor,_Pennsylvania
|
| https://www.w3.org/2000/01/rdf-schema#label |
e Money Advisor
|
| gptkbp:integrates_with |
CRM systems
|
| gptkbp:is_a_tool_for |
retirement planning
|
| gptkbp:is_available_in |
advisors and clients
|
| gptkbp:is_available_on |
web and mobile platforms
|
| gptkbp:is_compatible_with |
various devices
various financial data sources |
| gptkbp:is_designed_for |
financial planning professionals
|
| gptkbp:is_integrated_with |
third-party applications
financial planning platforms |
| gptkbp:is_known_for |
user-friendly interface
robust analytics client engagement solutions |
| gptkbp:is_part_of |
financial technology industry
Fidelity Investments portfolio digital financial solutions |
| gptkbp:is_recognized_by |
industry awards
|
| gptkbp:is_recognized_for |
innovation in financial technology
enhancing client relationships |
| gptkbp:is_supported_by |
customer service team
|
| gptkbp:is_used_by |
financial advisors
independent advisors |
| gptkbp:is_used_in |
financial advisory firms
|
| gptkbp:is_utilized_in |
financial goal setting
wealth managers financial planners |
| gptkbp:offers |
data visualization tools
portfolio management tools data security features financial modeling tools compliance tools client portals |
| gptkbp:offers_courses_in |
financial professionals
|
| gptkbp:provides |
real-time data access
investment analysis financial insights financial analysis tools financial dashboards client reporting capabilities |
| gptkbp:provides_access_to |
financial education resources
|
| gptkbp:services |
gptkb:Company
|
| gptkbp:supports |
investment tracking
compliance and reporting |
| gptkbp:user_interface |
intuitive design
|