emX Pro contains over 200 reports and sub-reports that allow you to build plans and presentations to help clients see and understand their entire financial picture. But what about when you don’t want to share a report with your clients? In emX, you can access four behind-the-scenes reports in the Reports section.
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. This week we explore best practices for modeling a business interest in emX.
Philadelphia’s tech scene has exploded in recent years and eMoney has been a large part of the technology boom that has swept through the City of Brotherly Love. We want to tap into the growing Philly tech scene to add to our team. It’s with this in mind that eMoney’s Senior Vice President of Development, Josh Daltry, will be speaking at Philly Tech Week’s Dev Day this Friday, April 23rd.
Technology has found its way into almost every facet of life and your business is no different. What technology you choose directly affects your work, your clients, and your success. Here are 7 facts about technology you probably didn’t know – but definitely should.
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. Check back here regularly for new advisor Case Studies that answer your critical questions, and give you a summary of how eMoney can benefit your business. This Case Study shows how giving a consolidated view of your clients’ assets through eMoney can add value to the planning process.
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of last week’s headlines and events to get you caught up on what’s going on both here and abroad.
emX is more than just a new look and feel for users: it’s a new experience, including better connections, more advanced planning tools, and integrations with leading partners in the industry. What many people don’t know however, is that we also offer the Morningstar “Research and News” tool to all our advisors, including those without a Morningstar subscription, at no additional cost.
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. This week’s WebEx looks at annuities with Steve Levis, eMoney’s planning expert.