Bell Bank Improves Planning Efficiency with eMoney (Case Study)

For over 50 years, Bell Bank Wealth Management has relied on financial planning to drive their client relationships, and therefore, the success of their business. But over time, Bell’s conventional financial planning software simply couldn’t keep pace with their growth. As a result, their client experience and operational efficiency plateaued. A change was necessary. So…

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eMoney Opens New Markets for Fast Growing Advisor (Case Study)

For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business. This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.

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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…

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Advisor Assurance is Coming Soon

The investment advice industry faces more regulation each and every year. To comply in this increasingly regulated environment, advisory businesses–regardless of size–will need to monitor key advisor-client interactions throughout the entire financial planning process. That’s why we’ve developed Advisor Assurance. With Advisor Assurance, firms have access to a multitude of automatically archived event logs for important…

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