The Decision Center is designed to help you collaborate with your clients and demonstrate how their decisions impact their financial futures. With the new Cash Flow Overview, you can increase the value you provide to clients by having an interactive retirement income conversation right within Decision Center.
Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows. Join Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, for a live webinar on Wednesday, July 24 at 2:00 p.m. ET. During the webinar, they’ll discuss how after adopting eMoney, Adviser Investments…
To help you to increase efficiency, reduce data entry, and ensure consistency across multiple applications, eMoney works with a number of software providers to deliver powerful integrations. With eMoney you’ll gain access to variety of integration types including Client Relationship Management (CRM), Connection-based, Performance and Risk Assessment, and Reporting and Planning. Integration Features While each integration has its own…
Gutenberg invented the printing press. Bell patented the telephone. Jobs introduced the iPhone. Today, the average person can read a newspaper, make a phone call, and text a friend instantly because of these inventions. Every technological innovation is the result of a search for efficiency, accuracy, and necessity. As an advisor, your clients use numerous…
Client Connections not only help you to see accounts held away, they also give clients access to all their accounts in one place, as well as automatic updates of account values. Today, we’ll look at how to help your clients add and troubleshoot connections so you both have an accurate and up to date view…
“An investment in knowledge pays the best interest.” – Benjamin Franklin As a renowned author, scientist, and inventor, Mr. Franklin knew a thing or two about education and learning. In the spirit of the man who would one day grace the $100 bill, eMoney launched their University Program, helping develop the next generation of financial advisors,…
What happens to positive net cash flow at the end of the year? In eMoney, you decide if you want to save or spend it using Year-End Savings. Learn how to manage surplus cash flow in your client’s financial plans below. Core Cash Account Let’s begin with the Core Cash Account, a hypothetical account in eMoney that…
Improve the workflow across the financial planning lifecycle with eMoney and PreciseFP. With the eMoney and PreciseFP integration, you can create efficiencies that allow you more time focus on your clients’ individual needs and goals. By streamlining the transfer of client details, assets, liabilities, and insurance policies from PreciseFP to eMoney, the integration allows you to focus…
You may know every state capital, or all the words to “Bohemian Rhapsody,” but do you know everything about eMoney? We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We also embrace the rise of the FlexGenSM Advisor and are determined to help everyone talk about money….
