As we continue to add integrations to emX Select, we’ve also continued to enhance emX Select itself – making it easier to navigate to help you use each integration successfully. Check out a summary of all our upcoming enhancements.
As the name suggests, Connections are what keep you tethered to clients. And it’s for that reason we receive a lot of feedback regarding them. Check out the newest updates we made to Connections in addition to those made earlier this year.
In order to continue to provide the best possible user experience, Microsoft has discontinued support of the Internet Explorer version 8. Currently, you can still use eMoney on older versions of Internet Explorer version 8, but we will have to follow Microsoft’s lead and will soon discontinue support for Internet Explorer version 8. Because of this, we suggest you upgrade your browser at your earliest convenience.
Edmond covers the enhancements we’ve made to emX in 2015, discussing how each one helps improve your business, takes live questions, and even gives you a glimpse into future emX updates that will continue to improve the experience for both you and your clients.
Our Advisor Spotlight series focuses on individual advisors who found success using our software. We recently caught up with Scott Curran of The Curran Group to ask him a few questions about how he is using eMoney to build stronger relationships with his current clients while attracting new business in the process.
With enhancements to the way our system handles stock options and grants we’ve made your financial plans more accurate and easier to build. Check out what we improved below and take a look at some of the other enhancements we’ve made as well.
Designed with your needs in mind, the eMoney Advisor Summit promises even more opportunity to master your emX technology and develop strategies that will help you win with your clients time and time again. Find out the who, what, where, when, and why of the eMoney Advisor Summit here.
Advisor feedback is a crucial part of our success. It helps to create new ideas, update current products, and even uncover hidden needs, allowing us to provide the best tool possible for your business. So when we asked our advisors the simple question, “When did you know eMoney was worth your investment?” we knew we had to share the results.