eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth management solution that combines eMoney’s industry-leading financial planning software with its award-winning client portal.
Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge part of your clients’ lives. And there’s a good reason why.
In this week’s WebEx, we provide some tips and recommendations for starting the new year off on the the right foot. Topics include cleaning up connections, using Analytics, and updating the Client Site.
The eMoney application is designed to help you build better relationships with clients, but it doesn’t stop there. Within our system there are a wealth of innovative tools available to help you find new business as well. Here are 6 ways you can use eMoney to engage prospects.
Integrations are designed to allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application. Our latest integration partner, Wealthbox CRM, is the perfect tool for the modern financial advisor. What is Wealthbox CRM? Wealthbox CRM offers a platform that is…
The New Year is upon us, and in this webinar we provide some resolutions you can make when it come comes to your eMoney Dashboard. Topics include, Client Onboarding, updating connections, creating plans, and more.
What’s your client’s current tax allocation? How could it change over time based on your advice? With Roth accounts becoming more common than ever, helping your clients attain a healthy tax diversification with their investments can be invaluable to their financial plan. With the new Tax Type Breakdown report, you can divide your client’s assets by…
The holiday season has ended and the new year has kicked off! But while you were away from your office, some things may have become outdated. Make sure your plans have the most accurate information by keeping connections, alerts, tasks, and budgets up-to-date. Because by getting organized early, you help ensure a prosperous and productive year.