Organize Your Clients with NEW Charts: eMoney’s Advisor Analytics Pro and Office Analytics

In today’s rapidly changing financial services landscape, insights into your business aren’t just helpful – they’re crucial.

eMoney’s latest products – Advisor Analytics Pro and Office Analytics –give you the necessary insights you need to identify where true opportunities lie and enhance the experience you offer your clients.

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading