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.
A look at eMoney media mentions for the month of May 2017.
eMoney’s overall strategy is to enable advisors to always act in the best interest of their clients, relying on holistic planning, strong relationships and transparency. As such, it seems like a good time to review how eMoney can assist with your DOL compliance efforts.
eMoney is excited to announce its partnership with the highly-acclaimed television series, Innovations with Ed Begley Jr., for an upcoming episode – anticipated to air during fourth quarter 2017 on FOX Business.
A look at eMoney media mentions for the month of April 2017.
eMoney is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough.
You’ve probably already heard the statistics. The average all-in cost of college (tuition, room and board, fees, books and personal expenses) at an in-state public university is $24,610 per year. If you are thinking private college, brace yourself, you are looking at $49,320 per year. (Source: College Data.)
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…