Stock options are common to many clients’ portfolios and often represent a great investment for limited risk. And important to many Options is the Lots tab, which is used to show shares that have already been exercised.
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. This week, we cover how to ensure higher adoption of the client portal by introducing the mobile experience to your clients.
According to the 2015 InvestmentNews Technology survey, advisory firms spent 22.4% more on tech in 2014 than they did in 2013. And over 90% of respondents said they planned to continue to either spend the same or increase their spending. But there is always the question: is that money being spent wisely?
eMoney announced today that the company’s CEO, Ed O’Brien, has been named one of the “Top 25 Most Influential” people in the independent financial advisory industry by Investment Advisor, a publication serving independent investment advisors and financial planners.
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. This week, we cover how to add and modify annuities in the eMoney system.
Many advisors now optimize their client experiences by embracing this mobile movement and offering clients their own mobile experience. Fortunately, eMoney thought ahead and offers a mobile-friendly Client Site to put your busy clients’ financial success in the palm of their hands.
We understand that these legislative changes can have an impact on retirement income planning for your clients. So on Tuesday, April 19th, we will remove our previous automatic file and suspend logic and replace it with a new grandfathered file and suspend logic, which will include a warning message displayed for the Restricted Spousal Benefits field and limit eligibility based on age.
Advisor Branded Media is constantly evolving to help you capture the attention of your clients and prospects. Here’s a sneak peek at Personal Portfolio, the first of many new Celebrity Narrated and Client Education videos coming this year.