It takes more to personalize a website than just writing the content yourself. Luckily, it’s simple to make sure your website’s content is personal. You just need to follow one rule: never use someone else’s words in place of your own.
We know eMoney helps financial professionals grow their business by giving them the tools needed to better serve their clients, but we want you to hear it straight from those who we’ve helped the most–real eMoney users. This Case Study shows the value and benefits of integration.
Did You Know? is a monthly blog series that highlights some of the best features in emX. This month’s post looks at emX Select and the the newly redesigned Reports Center in emX.
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.
Our Analytics feature is a great way to increase the value to your book, and lets advisors access multiple sets of client data, including: Assets Under Management, Assets Held Away, Top Holding Movers, and Clients by Age Group. Getting started is easy!
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. In this week’s WebEx we go over how to help your client plan for the worst case scenario using our pre-built what-if techniques.
Our improvements to the Client List have made finding and managing your clients simple and more precise. Now, you can find your clients with ease thanks to the enhancements to the Search Client’s box, Client List Homepage, and Sorting function.
In this edition of emX Walkthroughs, Edmond teams up with our Head of Business Development, Kyle Wharton, to give you a detailed view of the analytics dashboard in emX. Take a look as they explain how you can use our in-depth analytics tool to visualize your book of business and maximize its value.