Now in its third year, the revamped University Program aims to develop the next generation of financial advisors by providing college students who are pursuing a financial planning degree with training on the eMoney platform as part of their curriculum.
There are a lot of reasons your advisor should send you to the 2018 eMoney Summit. But when it comes to selecting events, they probably only care about two things: How will this event help you grow? How will that growth help the company? So follow the steps below and fill out our sample email template to show…
Watch this webinar to hear how CAPTRUST delivers a client experience to better meet expectations, retain business, and achieve better outcomes.
Have you put any thought into succession planning? If you’re leaning toward handing the reins of your business to an internal successor, we have a suggestion that might help you find a worthy candidate.
Over the coming weeks, we’ll start aggregating data for all of the existing Vanguard and Capital One connections through APIs. Other high volume connections, including Fidelity, will transition soon.
Our latest marketing campaign is designed to show your clients and prospects how financial planning can help parents soften the blow for their children. And help grads identify ways to manage their financial obligations so they can achieve their life goals.
Soon, users of Salesforce and eMoney will be able to create a seamless workflow between both systems with a new bidirectional integration.
So you can quickly and easily enter contributions when working with Taxable and Cash Accounts, we’re adding the Contribution tab. This change will eliminate the need to model contributions for these accounts via Transfer Flows.