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 data you need to see the real story. That’s why we’re adding new charts that will allow you insights into your fiduciary coverage and qualified retirement accounts.
Fiduciary Chart: Retirement Accounts
The DOL Fiduciary Rule may be under review, but eMoney is still committed to delivering our Fiduciary Framework enhancements to assist with your Fiduciary responsibilities.
Our latest charts on Advisor Analytics Pro and Office Analytics: Fiduciary Rule – Retirement Assets Under Management and Retirement Assets Held Away help you identify the retirement accounts and clients under your advisement to prioritize which clients and accounts should be revised in a DOL world.
And more coming soon…
Stay tuned for our Fiduciary more enhancements coming to Advanced Analytics, including our Fiduciary Coverage chart releasing next month. Featuring insights into your client onboarding process, marketing efforts, plans, presentations, and lead generation charts.