Do you have brilliant suggestions that can help make the eMoney platform even better? We want to hear them! That’s why we’ve created a new Request a Feature page that allows you to submit and track your eMoney product suggestions. With the new Request a Feature page, not only can you submit your own suggestions, you can browse and…
With analytics, you can make data-driven decisions to differentiate your business and better serve your clients. That’s why we updated our Basic Analytics platform with the first set of charts designed to enhance the insights previously accessible only through our Advisor Opportunity reports. New charts being added to Basic Analytics include: Client Mortgages by Interest…
As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application. With eMoney Voice Assistant, you’ll be able to…
Available later this year, eMoney is integrating with iRetire® by BlackRock. Featuring single sign-on access between systems, the integration will streamline your workflow and seamlessly connect iRetire’s engaging retirement planning module to eMoney’s comprehensive planning platform. What is iRetire? iRetire by BlackRock is designed to help clients better understand the retirement problem and put you, their…
Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.
At eMoney Advisor we like to make things convenient for you and your clients – including meetings. Face-to-face reviews aren’t always easy due to busy schedules and summer weather. Our Screen Sharing feature provides a solution for clients who can’t make it to the office. Getting Started From the Advisor Side: You can start the…
