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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WEBINAR: Revving up Technology in 2019

Are you ready to jump-start your 2019 with powerful technology? Join eMoney’s Connor Sung, CFP® and Sara Grillo, CFA® on Wednesday, December 19 at 12:30 p.m. ET to learn how to outmarket your competition and attract new clients using meaningful online content. During the webinar, Connor and Sara will cover the most common challenges and opportunities for breakaway advisors, and share…

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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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Salesforce Integration Coming Soon: What to Expect

In the 2017 InvestmentNews technology survey, only 15 percent of advisors said their integrations included embedded functionality or workflows. Seventy-nine percent listed “a lack of technology integrations” as a serious challenge to their business. That’s why we’ve made integrations a key component of the eMoney platform. Soon, we’ll release our Salesforce integration via a plugin…

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Decision Center Updates Released

This month, we’re making two updates to the Decision Center. While these updates have minimal visual impact, they are significant investments that create a foundation for future enhancements. These include: The first is an update to report naming and style changes And the second focused on rebuilding the architecture on which the Decision Center runs Report Naming and Style…

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