NEW Box Integration Coming Soon to eMoney

Our latest integration provides easy access to Box online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams without compromising the security of your documents. What is Box? Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing…

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NEW Tamarac Integration Coming Soon to eMoney

Integrations are designed to allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application. Our latest integration partner, Tamarac, enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio…

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Advisor Branded Marketing: Find the Right Piece of Content for your Client’s Questions

Last month, we debuted the NEW Advisor Branded Marketing platform: your complete marketing and client communications toolkit. So whether you’re a seasoned Advisor Branded Media user just transitioning to the new platform, or a brand new ABM subscriber, there’s a ton of new content and features to get acquainted with– including articles, eBooks, slicks, videos and…

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New Advanced Analytics Chart: Login Frequency

How did companies like Amazon, Netflix, and Uber become leaders in their industries? They harness the power of analytics to create meaningful customer experiences and provide the necessary tools for their employees to create valuable experiences. How do advisors and office managers do just that? With a tool that supplies them with the analytics valuable to…

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Interactive How-To’s Coming to the Client Website

Next year, we’re releasing How-To’s on the Client Site to help improve how your clients learn to navigate and use the features and capabilities of their Client Site. With How-To’s your clients will have immediate access and guidance for completing the most common tasks on their Client Site, like connecting accounts, uploading vault documents or setting a budget.

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