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…
Your first meeting with your clients should focus on understanding who they are and what’s most important to them—not for gathering basic facts. Our new automated Client Onboarding streamlines the process of gathering your clients’ data and jump-starts the fact-finding process. That way, your clients can populate their personal financial management websites their way, on…
How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
We’re proud to introduce two new Advanced Analytics products: Advisor Analytics Pro and Office Analytics. Designed to take your analytics capabilities a step further with new insights into your clients’ assets, experience, and performance, you’ll have the ability to redefine the way you identify opportunities in your business or firm, and the experience you offer your clients.
Watch a replay of our live webinar on eMoney’s Fiduciary Framework, our comprehensive DoL compliance strategy. A mix between existing functionality, product enhancements, and new tools, Fiduciary Framework is eMoney’s initiative to bridge the long-standing gap between financial planning tools and compliance software, creating the industry’s first and only fiduciary focused planning platform in the process.
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.
eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage platform to create a more complete end-to-end experience that positions advisors to stay ahead of shifting regulatory, client and industry trends….
eMoney and Fidelity Institutional Clearing and Custody SolutionsSM have teamed up to deliver the first of its kind brokerage integration, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage execution, to create a more complete end-to-end experience that positions advisors to stay ahead of the shifting regulatory, client and industry trends.