eMoney Integrating with iRetire® by BlackRock

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…

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eMoney Summit 17 Recap: Day Three

To start of the final day of the 2017 eMoney Summit, a surprisingly alert and large crowd filled the main hall at 8:00 am sharp to watch eMoney’s Jess Liberi run through the eMoney Product Roadmap. .@emoney_jliberi 👏🏻👏🏻👏🏻#emoneySummit17 https://t.co/rvx7SwzADB — Joanna Armandi (@j_armandi) September 27, 2017 As our Vice President of Product, Jess provided first hand insight into what…

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eMoney’s Advisor Assurance is Now Available

Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more. Like most advisory businesses, your firm most likely has many moving parts…

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eMoney Opens New Markets for Fast Growing Advisor (Case Study)

For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business. This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.

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