In this article, we discuss five common questions your clients want answers to, and how to tackle them, once you’ve created the base case for your clients in eMoney.
You’ve landed the meeting with the prospect you’ve had your eye on for months. Now’s your chance to show them why you’re the perfect advisor to fit their needs … how do you do it?
Korhorn Financial Group wanted to upgrade to a single solution that would allow the team to create better plans for clients, streamline workflows, drive efficiencies, and enhance the client experience. The group started using eMoney in 2009, and eventually dropped the other subscriptions.
Bill Simonet was looking for a platform that made delivering financial plans and tracking client assets simple and efficient, and he wanted more than just a technology provider. He needed a tech partner that could support his business with the robust financial planning capabilities he required as well as the ability to support his future growth.
DVI needed a dynamic solution that gave clients a unique portal and interactive system to use, and provided advisors with exceptional financial planning software capable of producing the rigorous reporting the firm required.
Life Planning Partners, Inc. (LPP) decided to implement eMoney’s financial planning software in February of 2014. The firm has since realized greater efficiency and transparency and an improved client experience.
With Advanced Planning, you can simulate any real world financial scenario and model the implications of that simulation over the course of a client’s entire lifetime. Have a client who wants to see how buying a boat will affect their retirement? Or want to help them understand why you’ve recommended that intentionally defective grantor trust? Advanced…
With account aggregation, you can see a complete view of your entire business – including assets held away. While Connections enable you and your clients to automatically update accounts with ease, there are a few best practices all advisors should be aware of to ensure you and your clients’ connections remain successful. Here are some…