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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The Perfect Score: Understanding Credit

April has been declared Financial Literacy Month across the nation, so we thought it was a great time to share some educational content created by our Financial Planning team. Led by a group of Certified Financial Planners, eMoney’s Financial Planning team helps our clients understand, and effectively use, our planning technology to meet their diverse…

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