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Technology

The Technology team drives eMoney’s technical vision – guiding architecture, building and testing products, and ensuring high-quality solutions through smart design and early issue detection.

View the Technology team in Pingboard


Architecture

The Architecture team helps make sure all of our technology works well together and supports what we’re trying to build as a company. We set the overall direction for how our systems should be designed, help teams use the right tools and technologies, and step in to reduce risks or speed things up when needed.

We partner closely with Agile Release Traing (ART) leadership, Product and Development, as well as Production Operations (ProdOps) and Information Security, to make sure everything is built in a way that’s scalable, reliable, and aligned with our goals.


Data Science

The Data Science team is responsible for generating insights and models to improve the product and create new capabilities. The team accomplishes this through data engineering, statistical analysis, machine learning, AI, and traditional programming techniques. A few examples of this team’s work includes transaction categorization, the Big Beautiful Bill Act insights, and MoneyGuidePro Importer.


Development

The Software Development organization is responsible for building and enhancing our industry-leading Financial Planning and Aggregation SaaS solutions. We work in close partnership with Product Management, Architecture, Quality Assurance, Security, Production Operations, and Client Services to deliver valuable, reliable, high-quality capabilities for our customers. Through a culture of ownership, continuous improvement, and learning, we empower our teams to innovate and take pride in the quality of the products they build. Our teams are distributed across the United States and India, and are organized into the following ARTs: 

What is an Agile Release Traing (ART)? Think of an Agile Release Train as a group of teams all working together toward the same goal.

  • Comprised of employees from Product and Development teams
  • Aligned around a shared mission (like building a new product, feature, or enhancement)
  • They plan, build, and release work together on a regular cadence

What are Release Train Engineers (RTE)? RTEs are individuals who help each ART run smoothly and are responsible for:

  • Keep teams aligned and on track
  • Help remove blockers and solve coordination issues
  • Facilitates planning and communication across teams
  • Makes sure work is progressing as expected

Agile Program Operations (APO)

Agile Program Operations (APO) enables and continuously improves the Agile practices we use to deliver working software for our customers. The group promotes flexibility, adaptability, and rapid delivery of value by supporting our pragmatic mix of proven Agile frameworks. APO partners across eMoney departments to help eMoney deliver better, stronger, and faster, with a focus on delivery, tooling, reporting, and continuous improvement.

Click here for more information about the Agile Program Operations Team


Quality Assurance (QA)

The Quality Assurance (QA) team is responsible to uphold high quality standards for eMoney clients through QA governance, processes and extensive testing methods within software development to identify and address potential issues early in the SDLC process for continuous development, testing and delivery.

  • The QA team also expands testing support throughout the organization, including:
  • Partner changes with Client Implementations
  • How-Tos automation regression tests for Client Services
  • EMX ADA compliance with UX and Legal
  • Corporate website redesign with Marketing

Visit our Quality Assurance Home for more details and to meet the team!


Nick’s Monthly Highlights

Ever wonder what’s keeping Nick inspired outside of meetings and code?

Each month, Nick DiLisi, eMoney’s Head of Technology, shares what he’s reading, watching, and listening to – along with a few takeaways worth checking out.

See his latest picks here, and feel free to reach out via email or Microsoft Teams if something sparks your interest or you want to compare notes.