eMoney’s Advanced Planning capabilities allow advisors to simulate complicated real world scenarios over a client’s entire lifetime. Need a little help getting your Advanced Plan started in eMoney? Now advisors and their planners can head to the Knowledge Base to watch a brief video tutorial on anything from modeling an annuity to creating a detailed…
‘Twas the day before the holiday party, when all through the office, not an employee was still, not even the bosses. Product and Dev strung together code in silence, in hopes to enhance the app for our clients.
Perhaps it’s the notion of having something to look forward to every few months after you’ve had your share of 90-degree days or below-zero nights, or maybe it’s the odd sense of comfort found in natural change. Whatever it may be, I’m fortunate for the decades of distinct seasons I experienced growing up in New England and the continued opportunity to do so now living in the Philadelphia area.
This past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
eMoney Advisor today announced that 2016 will be the financial technology company’s most successful year to date, with the firm realizing a 31 percent increase in revenue since year-end 2015, and a nearly 59 percent increase in revenue since Fidelity Investments® acquired the firm in February of 2015.
At eMoney Advisor, we believe technology should support financial advisors, not replace them—so we’re always tinkering, improving and upgrading everything we do. That’s why we’ve released over 100 updates to the eMoney software this year! 2016 has been an exciting year for eMoney, with the debut of our new client experience, a brand new Knowledge Base…
Delightful customer service does more than just make us feel good. They reinforce our decision to work with certain businesses time and again. Here’s what you can learn from three brands that nail their client interactions.
In a replay of our eMoney Summit presentation, we go over all the tax implications of eMoney’s Distribution Center, our comprehensive estate planning tool. Going through several sample clients, we provide some tips and best practices to help you create and present successful estate plans to all your clients.