eMoney Advisor Announces Agenda for Fourth Annual Advisor Summit Themed “Plan It Forward”

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

This year’s Summit is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.

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eMoney Advisor Announces New Product Suggestion Tool Powered by CapitalROCK

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

eMoney plans to extend its capabilities through the release of a new feature powered by CapitalROCK’s RightBRIDGE® technology that produces financial product suggestions. For the first time ever, eMoney clients can create holistic financial plans and then generate unbiased product suggestions right from within the eMoney platform.

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