NEW Fiduciary Charts Available Now: Advisor Analytics Pro and Office Analytics

In today’s rapidly changing financial services landscape, insights into your business aren’t just helpful – they’re crucial. eMoney’s latest products – Advisor Analytics Pro and Office Analytics –give you the necessary insights you need to identify where true opportunities lie and enhance the experience you offer your clients. We’re committed to providing you with the…

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Advisor Assurance is Coming Soon

The investment advice industry faces more regulation each and every year. To comply in this increasingly regulated environment, advisory businesses–regardless of size–will need to monitor key advisor-client interactions throughout the entire financial planning process. That’s why we’ve developed Advisor Assurance. With Advisor Assurance, firms have access to a multitude of automatically archived event logs for important…

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Understanding the Differences between Classic and Advisor Analytics Pro

Analytics Benchmarking or Trending?  You decide!  Fill out this survey to weigh in on what means more to you: Benchmarking or Trending.  We’ll take feedback from the first 50 participants! Since the release of Advanced Analytics, one of the most frequently asked questions we’ve received has been about the key differences between Classic Analytics and…

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Envestnet Integration Reporting Enhancements

With the eMoney/Envestnet integration, advisors can quickly import and link their clients in eMoney, sync account data, generate Envestnet proposals from the client’s Plans page, and single sign-on between both platforms. As one of our first and most popular integrations, we’ve been collecting your feedback. Now, Envestnet integration users also have new vault and reporting…

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