Upcoming Webinar: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning

Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows. Join Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, for a live webinar on Wednesday, July 24 at 2:00 p.m. ET. During the webinar, they’ll discuss how after adopting eMoney, Adviser Investments…

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Enabling Integrations in eMoney

To help you to increase efficiency, reduce data entry, and ensure consistency across multiple applications, eMoney works with a number of software providers to deliver powerful integrations. With eMoney you’ll gain access to variety of integration types including Client Relationship Management (CRM), Connection-based, Performance and Risk Assessment, and Reporting and Planning. Integration Features While each integration has its own…

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9 Things You Don’t Know About eMoney: Technology

9 Things You Don't Know About eMoney

Gutenberg invented the printing press. Bell patented the telephone. Jobs introduced the iPhone. Today, the average person can read a newspaper, make a phone call, and text a friend instantly because of these inventions. Every technological innovation is the result of a search for efficiency, accuracy, and necessity. As an advisor, your clients use numerous…

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9 Things You Don’t Know About eMoney: University Program

“An investment in knowledge pays the best interest.” – Benjamin Franklin As a renowned author, scientist, and inventor, Mr. Franklin knew a thing or two about education and learning. In the spirit of the man who would one day grace the $100 bill, eMoney launched their University Program, helping develop the next generation of financial advisors,…

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Webinar Replay: 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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