Korhorn Financial Group wanted to upgrade to a single solution that would allow the team to create better plans for clients, streamline workflows, drive efficiencies, and enhance the client experience. The group started using eMoney in 2009, and eventually dropped the other subscriptions.
Bill Simonet was looking for a platform that made delivering financial plans and tracking client assets simple and efficient, and he wanted more than just a technology provider. He needed a tech partner that could support his business with the robust financial planning capabilities he required as well as the ability to support his future growth.
DVI needed a dynamic solution that gave clients a unique portal and interactive system to use, and provided advisors with exceptional financial planning software capable of producing the rigorous reporting the firm required.
Life Planning Partners, Inc. (LPP) decided to implement eMoney’s financial planning software in February of 2014. The firm has since realized greater efficiency and transparency and an improved client experience.
eMoney Advisor (eMoney) today revealed details about its participation in the Technology Tools for Today (T3) Advisor Conference taking place through Friday, Feb. 17, at the Hyatt Regency Orange County in Garden Grove, Calif.
Join us for a replay of our Advisor Summit presentation where we discuss how to handle your clients’ tough questions with eMoney’s Monte Carlo tool.
Supported by findings from a study conducted in partnership with research and advisory firm Aite Group and based on dozens of in-depth meetings with top financial institutions, eMoney Advisor today announced additional details on its Fiduciary Framework initiative developed to bridge the gap between financial planning technology and compliance software.
One of the quickest ways to gather client information is through the eMoney Organizer. Using this section of the Client Portal allows your clients to add their own data and gives you a consolidated view of their full financial picture. Here’s how to get started.