Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of this past week’s headlines and events to get you caught up on what’s going on both here and abroad. May 23, 2015 Quote of the Week: “Sensitive technology developed by U.S. companies in…
Once a week, we’ll be sharing a video walkthrough of an emX feature led by none other than our Founder and CEO himself. This week’s video features Edmond building a comprehensive financial plan for two sample clients. Watch as he walks you through a couple’s goals for their financial future, and shows how an advisor could create a custom-built plan in emX that meets all their financial needs in no time.
Did you know that you have access to a variety of client-facing booklets? These booklets provide your clients with tips and training on a number of things, including a client site overview, help with setting up connections to outside accounts, and instructions on adding documents to the Vault
When retirement is on the horizon for your clients, you need something to help them visualize where their money will come from. We’ve developed a group of reports, aimed at providing you and your clients with an interactive display of their retirement income, so that you can answer one of the most important questions a client will ask: “How do I retire?”
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. This week we look at the areas of our system related to income flows during retirement such as social security and the income summary tool.
Listening and learning happen best when distractions are kept to a minimum. When you have something that clients really need to hear, schedule a time to meet with them in person.
Our Advisor Spotlight series focuses on individual advisors who found success using our software. We recently caught up with one such advisor to ask him a few questions about how he is using eMoney. These were his answers.
This data was compiled from a recent survey of more than 5,400 eMoney users, conducted and verified by an independent, third-party research organization, TechValidate. To view the complete survey findings, visit this website.