How many ethnographers do you know? If you feel the urge to Google the definition of ethnographer, don’t feel bad – I did the same. Ethnographers study people and cultures. They investigate patterns in human nature and identify societal phenomena. They learn what’s most important to a group people, what they value, and what they…
Join us for a live webinar on Thursday, October 13, at 4:00 pm ET where we discuss eMoney’s Fiduciary Framework, our new comprehensive DOL Compliance solution that helps advisors and firms stay compliant throughout the entire advisor-client lifecycle.
With the Fall season right around the corner, that can only mean one thing – the eMoney Team will be busy attending events all over the country.
Check out a replay of our live webinar, Answer Your Clients Tough Questions with Monte Carlo. Hosted by our Senior Financial Planning Analyst, we provide a conceptual understanding of the Monte Carlo methodology and show the value of using this method with clients.
With the Riskalyze integration, you already have single sign-on capabilities, the Riskalyze risk questionnaire framed into the client overview page, and Riskalyze risk numbers generated from within the eMoney system. Now however, we’ve updated our integration with Riskalyze to increase usability and enhance your experience.
Join eMoney and special guest speaker Ryan Russell for a live webinar on Wednesday, June 8 at 3:00 pm ET to learn why your website and client site must be mobile-friendly. And why having a strong digital presence accessible from anywhere is no longer a luxury – it’s an expectation.
What sets you apart is no longer the products you suggest or the returns you achieve or even the services you provide, but rather the experience you offer. But just what exactly is the client experience and why does it matter? Tune in to our live webinar, Experience Matters, on Wednesday, May 11th at 3:00 PM ET to find out.
Check out a live webinar on the powerful new eMoney and PreciseFP integration. Listen as experts from each company discuss how to simplify the data-gathering process and create more powerful financial plans using this deep integration.