eMoney’s Advisor Assurance is Now Available

Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more or sign up for our live webinar on Thursday, May 11 at 12:00…

Continue reading

Client Site 2-Factor Authentication is Coming Soon

Data security is often the #1 concern of clients presented with a client Website. It’s important to your clients that their personal and financial information is secure and private. We’re dedicated to providing the highest tier of security to you and your clients. Our comprehensive client website security measures include data encryption, secure data centers, and –…

Continue reading

NEW Fiduciary Charts Available Now: 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. We’re committed to providing you with the…

Continue reading

eMoney’s Latest Integration: Wealthbox CRM

The Wealthbox integration features single sign-on capabilities allowing advisors to quickly transition between their eMoney application and Wealthbox CRM. By signing into Wealthbox directly from your eMoney platform, you remove some of the common obstacles in transitioning between applications, so you can quickly move from client communication to financial planning.

Continue reading

Introducing Client Onboarding & Custom Financial Priorities

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…

Continue reading

Easy Onboarding Coming Soon to eMoney

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.

Continue reading