eMoney Tip of the Week: Prospecting in eMoney

eMoney Advisor offers features that are geared towards your prospective clients. From Traditional Lead Capture to our revamped Advisor Branded Marketing , our prospecting tools can help you build your book of business. We designed these tools help you attract potential clients and demonstrate your value. Advisor Branded Marketing Let us worry about marketing to your…

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eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our recently added Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime….

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