Tip of the Week: Streamline Your Workflow with eMoney’s Data Entry Services

What are the bottlenecks preventing you from growing your business in 2019? Are you wasting time on manual processes instead of engaging with prospects and new clients? When seventy-two percent of advisors claim that creating a new financial plan is long and tedious1 it’s time to add efficiency to the process. Don’t make the mistake of…

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The iRetire® by BlackRock Integration is Available Now

All too often, advisors have to find better ways to integrate their technology stacks. In fact, in the 2017 InvestmentNews technology survey, 79 percent of advisors list “a lack of technology integrations” as a serious challenge to their businesses. That’s why integrations have, and will remain, one of the pillars of the eMoney platform. Earlier…

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eMoney Weekly Webinar Summit Series: Retirement Planning

In this webinar: Retirement Planning, you’ll receive an in-depth look at how to create a core retirement plan from start to finish. Go through best practices for entering client data, creating scenarios, and building a compelling client presentation.   Topics Covered Assumptions Key variables that can impact plan results How to build out recommendations Options for presenting…

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eMoney Weekly Webinar Summit Series: Estate Planning

In this webinar: Estate Planning, you’ll receive an in-depth look at how to create powerful estate plans in eMoney including insight into the best ways to model trusts and tips for creating impactful presentations.     Topics Covered Emerging Affluent Demo Client Walk-through High Net Worth Demo Client Walk-through Creating a Tax-Efficient Estate Plan Maintaining Estate Plans eMoney…

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