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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Using eMoney to Help Clients Plan for Retirement

One of most (if not the most) common financial objectives for clients is securing and providing income for retirement. There are many different ways to answer those common questions such as, “When can I retire?” or “Am I saving enough for retirement?” but regardless of the formula or calculations used, eMoney can help clients visualize their current projection as well as the effect of different actions or plan changes on their overall retirement.

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