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.
Coming this Fall, we’ll be incorporating RSA two-form factor authentication technology into our existing security measures. RSA Adaptive Authentication is a complete fraud detection platform that uses a dynamic risk and rules-based approach to identify high-risk behaviors and initiate an additional layer of protection.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we go over how to make sure you have everything in place to follow up with your clients at their mid-year review.
We’re proud to introduce The Knowledge Base and How-To’s combining the resources of emX University with interactive training and on-screen guidance to help you complete even the most complex tasks in eMoney quickly and efficiently.