Charles Schwab Integration Releasing March 30

eMoney announces a new brokerage integration with Schwab Advisor Center®that enables advisors to work seamlessly between the two platforms. Developed to fit your workflow, and releasing March 30, the Schwab® integration features multiple single sign-on points within eMoney so you can access the technology you need, when and where you need it. Key Features of the…

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Advisor Marketing Update: Newsletters and Custom Emails

The latest enhancements to Advisor Branded Marketing make it even easier to stay in touch with clients and to create even more targeted and relevant communications from within your marketing platform. The first enhancement adds the Newsletter content type to your Content Library. With nine monthly, bi-monthly, and quarterly newsletters targeting specific audiences like retirees, benefit plan…

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Train Your Clients with NEW Client Portal How-To’s

With the Client Portal, your clients can view their entire financial landscape in a single, consolidated user experience. For most clients, it makes managing their wealth easier and more convenient. Other clients may find it stressful or challenging to learn a new technology. And as an advisor, you have to field mundane questions like: “How…

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Tamarac Integration Released

To succeed in today’s competitive market, you need a robust technology stack. It has to be all-encompassing, from financial planning, risk profiling, and performance reporting, to client relationship management, account trading, and re-balancing. And to maximize your investment, your technologies don’t just need to just communicate with you, but with each other. We’re dedicated to creating a…

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