Listen as eMoney Advisor and Peak Advisor Alliance present a live webinar on the powerful integration options now available in emX. Learn how a fully integrated system can streamline your day-to-day operations, save you valuable time, and offer you the comprehensive, practice management desktop you need to build your business more efficiently. Download the replay here.
At eMoney, when our advisors give us insight into how they use our product, we listen. That’s why when third-party research organization TechValidate sent a survey invitation to 5,400 eMoney users requesting feedback on our software, we were thrilled that more than 1,300 responded. To help advisors understand the benefits other advisors are realizing using eMoney, we’ll be posting one response a week from a real advisor who shared with us the ways in which eMoney has impacted their business.
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 the important news headlines and events you may have missed this past week.
The Statement of Assets and Liabilities is one of the most useful client-facing reports available. Its easy-to-read outline-format breaks down accounts by type, institution, and value, to give you a clear picture of your clients’ finances at any particular point in time.
Put simply, Jeremy Gutsche is a must-see speaker. Why? Because he offers unparalleled insight into how today’s trends significantly impact your business. Take the word of over 400 brands, billionaires and CEOs including Victoria’s Secret, Coca-Cola, Sony, IBM, NBC, Wells Fargo and Hughes Aerospace, who all rely on him to make sense of the chaotic progress that affects every industry, especially ours.
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 cover the top 8 reports in emX.
Did You Know? is a monthly blog series that highlights some of the best features in emX. This month’s post looks at the new Client Experience Team and the Auto Calculation of State Income Taxes within our system.
This Case Study documents how one mid-sized Broker Dealer/RIA located in the Mid-Atlantic Region developed and implemented a holistic, enterprise-wide technology strategy, and why they believe it’s giving them and their advisors the competitive advantage they needed.