eMoney Summit 17 Recap: Day Three

To start of the final day of the 2017 eMoney Summit, a surprisingly alert and large crowd filled the main hall at 8:00 am sharp to watch eMoney’s Jess Liberi run through the eMoney Product Roadmap. .@emoney_jliberi 👏🏻👏🏻👏🏻#emoneySummit17 https://t.co/rvx7SwzADB — Joanna Armandi (@j_armandi) September 27, 2017 As our Vice President of Product, Jess provided first hand insight into what…

Continue reading

eMoney’s Advisor Assurance is Now Available

Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more. Like most advisory businesses, your firm most likely has many moving parts…

Continue reading

eMoney Opens New Markets for Fast Growing Advisor (Case Study)

For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business. This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.

Continue reading

2016 eMoney Advisor Summit Recap: Day 3

The third and final day of #eMoneySummit16 got off to a quick start as  summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers, chat with our developers and project managers, or get plenty of tips from other eMoney users.

Continue reading