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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eMoney’s Latest Integration: Wealthbox CRM

Integrations are designed to allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application. Our latest integration partner, Wealthbox CRM, is the perfect tool for the modern financial advisor. What is Wealthbox CRM? Wealthbox CRM offers a platform that is…

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Introducing Client Onboarding & Custom Financial Priorities

Your first meeting with your clients should focus on understanding who they are and what’s most important to them—not for gathering basic facts. Our new automated Client Onboarding streamlines the process of gathering your clients’ data and jump-starts the fact-finding process. That way, your clients can populate their personal financial management websites their way, on…

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