Best Practices: Mastering the Digital Marketing Funnel

While you’re probably familiar with the traditional sales funnel, are you an expert in the digital marketing funnel? If not, don’t worry. Advisors who focus exclusively on moving prospects through the sales funnel can miss opportunities to build trust with them before that important first conversation. But how do you facilitate these moments before you’ve even made contact? Today’s…

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New Basic Analytics Charts Released

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…

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Navigate with eMoney Voice Assistant – Coming Soon

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…

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Taxable and Cash Account Contributions Tab – Available Now

Now it’s easier than ever to quickly enter contributions for Taxable and Cash Accounts. With the new Contribution tab, we’ve eliminated the need to model contributions for these accounts via Transfer Flow. How do I add Taxable and Cash Account Contributions? To enter contributions from Basic Facts, simply go to the Savings & Contributions section, click…

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