The new functionality of the Client Website includes an interactive Goals section where end-clients can easily add goals, track their progress towards funding those goals and visualize how they impact their long-term financial outlook. Allowing end-clients to input and update their financial goals enables advisors to adapt plans in real-time based on their clients’ priorities.
A look at eMoney media mentions for the month of July 2017.
An updated look and easy-to-navigate site take viewers on a journey to understand how eMoney helps advisors, firms and enterprises grow their businesses.
eMoney Advisor announced plans to open a new office at 100 Westminster Street in Providence, R.I., with positions already being filled for the site.
Lead Capture, an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts is now available.
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.
A look at eMoney media mentions for the month of June 2017.
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.