eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth management solution that combines eMoney’s industry-leading financial planning software with its award-winning client portal.
Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge part of your clients’ lives. And there’s a good reason why.
This past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.
It was the quite the night for eMoney on Thursday, Sept. 29, as we attended the 2016 Wealth Management Industry Awards ceremony at the beautiful Mandarin Oriental in New York City. Going in, we had high hopes that we’d come away with an award.
This year’s summit is jam-packed with presentations and sessions geared toward maximizing technology, improving your client experience, and ultimately growing your business. There are brand new agenda items like the Hack-a-Thon where advisors can compete for the chance to put their fingerprint on the eMoney app, and also conference staples like our keynote addresses from Barron’s Hall of Fame advisor Ron Carson as well as renowned Ted Talk Speaker Simon Sinek.
Becca got her start at eMoney as a Business Analyst back in September 2013. Along the way, Becca has experienced countless reasons why eMoney is a great place to work for, four of which she describes here.