At our Summit, you can mingle with 1,300 other financial professionals and engage with 70-plus speakers and experts. Discover ways to grow your business by offering clients a comprehensive and holistic approach to planning.
The decision to transition to a new technology platform isn’t one you make lightly. If you’re considering a free trial of eMoney Advisor, it’s important to understand how to get the most out of this experience so you can properly assess the platform and how it can support business growth.
One of the most important conversations a consumer can have about money is with their financial professional. Whether it’s an advisor, a planner, or a CPA, there are thousands of experts to help the average person with their finances.
At eMoney, we recognize the importance your customers place on their online security. To limit the threat of nefarious online activity, we offer enhanced security features, including data encryption, routine testing, and 2-factor authentication.
eMoney views philanthropy as a core tenet of our culture (and one of the nine things you don’t know about eMoney). As a company, eMoney donated $100,000 to various organizations in 2018. These charitable efforts support financial education, disaster recovery, veterans, and much more.
A new type of advisor is leading the wealth management industry and experiencing rapid business growth. They have a fresh mindset and view opportunities where traditional advisors may see challenges.
As an advisor, your clients use numerous forms of technology in their daily lives. Their financial planning experiences should be as easy and as advanced as streaming a movie or ordering an Uber ride.
Consumers are more aware than ever of their life plans and goals. Are you offering your clients the comprehensive financial planning they need?