The eMoney application is designed to help you build better relationships with clients, but it doesn’t stop there. Within our system there are a wealth of innovative tools available to help you find new business as well. Here are 6 ways you can use eMoney to engage prospects.
The holiday season has ended and the new year has kicked off! But while you were away from your office, some things may have become outdated. Make sure your plans have the most accurate information by keeping connections, alerts, tasks, and budgets up-to-date. Because by getting organized early, you help ensure a prosperous and productive year.
Sometimes, illustrating the proper distribution of your client’s estate is a harder task then it needs to be. Luckily, it becomes much easier once you understand eMoney’s asset distribution logic.
One of most (if not the most) common financial objectives for clients is securing and providing income for retirement. There are many different ways to answer those common questions such as, “When can I retire?” or “Am I saving enough for retirement?” but regardless of the formula or calculations used, eMoney can help clients visualize their current projection as well as the effect of different actions or plan changes on their overall retirement.
Within eMoney, there are three interactive planning tools, The Goal Planner, Decision Center, and Distribution Center. With each, advisors can bring plans to life for their clients and engage them in every planning aspect of their financial life.
Ever want to customize the number of thresholds and colors of your Monte Carlo scoring ranges? Now you can! For example, maybe you feel that anything over 96% is too high of a Monte Carlo result and want to depict this for the client.
Since every client is unique, the way you work and interact with each should be customized as well. The same approach should be taken when setting up a client’s personal website. In today’s Tip of the Week, we address one aspect of tailoring the client website experience to each individual client: available reports.
Aside from showcasing the value the client website adds to your clients’ financial lives, having a conversation about the website’s security features can help put their minds at ease and promote collaboration with you. Here are a few ways to position the security features of the eMoney Client Website and Vault.