Advisor feedback is a huge part of our product roadmap here at eMoney. Apart from our own expertise, we rely on you to speak up and let us know what you want from your software so that we can continue to enhance the experience of you and your clients. In fact, many of our updates are based on suggestions, popular demand, and client feedback.
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 look at Employer Provided Stock Options from facts to reports.
In 2014, over 17.4 million people enrolled in a Health Savings Account. Because of this growth, HSA’s have become a part many financial plans. We want to ensure our platform is able to accurately incorporate HSA calculations throughout, giving you the ability to add them as an individual asset class.
Fall is the time when clients get more serious about their financial plans after a long summer of vacations and leisure. That also means more and more potential clients looking for advisors to get them back on track financially. By ramping up your marketing efforts, you can position yourself as just the right person for the job.
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 demonstrates how advisors can gather more assets with eMoney Advisor.
As the name suggests, Connections are what keep you tethered to clients. And it’s for that reason we receive a lot of feedback regarding them. Check out the newest updates we made to Connections in addition to those made earlier this year.
As we continue to add integrations to emX Select, we’ve also continued to enhance emX Select itself – making it easier to navigate to help you use each integration successfully. Check out a summary of all the enhancements we’ve made.
eMoney was named winner at the 2015 WealthManagement.com Industry Awards, earning the top spot in the Technology Innovation category for its emX wealth-planning platform.