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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Easy Onboarding Coming Soon to eMoney

How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.

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Turn Your Data into Decisions: eMoney’s Advisor Analytics Pro & Office Analytics are Here!

We’re proud to introduce two new Advanced Analytics products: Advisor Analytics Pro and Office Analytics. Designed to take your analytics capabilities a step further with new insights into your clients’ assets, experience, and performance, you’ll have the ability to redefine the way you identify opportunities in your business or firm, and the experience you offer your clients.

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