Upcoming Webinar: Building and Scaling a Planning-led Business for Incremental Growth

Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle. Join Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, for a live webinar on Wednesday, June 26 at 2:00 p.m. ET. During the webinar, they’ll discuss how…

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Midtown Financial Reduces Data Entry Costs by up to 97% with eMoney Data Entry Service

Data Entry Service Case Study

Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative…

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Upcoming Webinar: eMoney + PreciseFP

Improve the workflow across the financial planning lifecycle with eMoney and PreciseFP. With the eMoney and PreciseFP integration, you can create efficiencies that allow you more time focus on your clients’ individual needs and goals. By streamlining the transfer of client details, assets, liabilities, and insurance policies from PreciseFP to eMoney, the integration allows you to focus…

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eMoney Advisor Wins Zuora’s 2019 North America Subscription Economy Excellence Awards for Innovation

eMoney Advisor has been named as the winner of the Innovator category in Zuora’s 2019 North America Subscription Economy Excellence Awards in recognition of their incredible success with a groundbreaking approach in the Subscription Economy. Megan Murray, eMoney’s Head of Finance, accepted the award on the company’s behalf at the SEE Awards Presentation on Tuesday,…

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