Last month, you heard from my colleague, Josh Belfiore, who prior to joining eMoney was a financial advisor at Merrill Lynch. In his blog post, he asked the question “How can we help advisors do more for their clients?” With 55 percent of client households valuing an advisor who takes the time to understand their…
Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
Watch this webinar to hear from Jason Novak, eMoney’s Head of Security & IT Operations, on strategies to protect yourself and your clients’ private data from cyber attacks.
Available to all eMoney clients, the Voice Assistant provides a seamless, efficient and hands-off way to search for client information and data. Advisors can navigate to areas of the platform that conventionally take a few clicks in just one step, using one voice command.
In this case study, learn how Winthrop Wealth Management created a generational strategy that’s driving $1.1B in organic AUM.
Founder Pamela Capalad realized success by serving NextGen clients. But she wanted to provide an even more collaborative experience as her business began to grow. That’s where eMoney came in.
Speakers at the 2018 eMoney Summit delivered inspiring keynotes, educational breakout sessions, and … product announcements! In case you missed it, Jess Liberi, our Head of Product, presented our company product vision. She covered not only what we’re building, but why and how. And perhaps most importantly, for whom. We evolve our platform to anticipate and respond to changing…
Voice recognition technology has become ingrained in our everyday lives. Whether you’re asking Siri to compose a text message, searching the web with “Okay Google”, or streaming your favorite music station with Alexa — the way we interact with technology has changed.