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.
eMoney and Fidelity Institutional Clearing and Custody SolutionsSM have teamed up to deliver the first of its kind brokerage integration, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage execution, to create a more complete end-to-end experience that positions advisors to stay ahead of the shifting regulatory, client and industry trends.
With the Fall season right around the corner, that can only mean one thing – the eMoney Team will be busy attending events all over the country.
eMoney Advisor is proud to have been named one of the “Best Places to Work” in Philadelphia in the large company category by the Philadelphia Business Journal. Headquartered in the Philadelphia suburb of Radnor, eMoney’s 77,000-square-foot office is home to more than 300 of the brightest minds in the rapidly growing fintech space. The company’s San Diego office earned a similar nod from the San Diego Business Journal earlier this month.
Whether you’re creating creating a full financial plan or updating client information, eMoney allows your entire team to contribute and create a more efficient process. That’s why, in this week’s tip, we look at four areas of the eMoney system where you can delegate tasks to your staff.