eMoney Tip of the Week: Alliance Partners

emoney tip of the week

Caring for your clients’ financial lives sometimes takes a village. Many clients have advisors, accountants, tax professionals, attorneys, and even other family members who contribute to their financial well-being. That’s why eMoney has the Alliance Partners feature, a solution that helps bridge the gap between advisors, clients, and professionals involved in tending to their financial futures.

Continue reading