Tip of the Week: Streamline Your Workflow with eMoney’s Data Entry Services

What are the bottlenecks preventing you from growing your business in 2019? Are you wasting time on manual processes instead of engaging with prospects and new clients? When seventy-two percent of advisors claim that creating a new financial plan is long and tedious1 it’s time to add efficiency to the process. Don’t make the mistake of…

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The iRetire® by BlackRock Integration is Available Now

All too often, advisors have to find better ways to integrate their technology stacks. In fact, in the 2017 InvestmentNews technology survey, 79 percent of advisors list “a lack of technology integrations” as a serious challenge to their businesses. That’s why integrations have, and will remain, one of the pillars of the eMoney platform. Earlier…

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eMoney Tip of the Week: Ensure You’re Getting the Email You Need

If you’re not receiving the eMoney communications you need, check out the steps below to customize your email preferences and ensure deliverability. Customize Your Email Preferences The first step to ensuring you’re receiving all the communication you need is to manage your email preferences. This will allow you to customize your email subscriptions based on…

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Salesforce Integration Coming Soon: What to Expect

In the 2017 InvestmentNews technology survey, only 15 percent of advisors said their integrations included embedded functionality or workflows. Seventy-nine percent listed “a lack of technology integrations” as a serious challenge to their business. That’s why we’ve made integrations a key component of the eMoney platform. Soon, we’ll release our Salesforce integration via a plugin…

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Decision Center Updates Released

This month, we’re making two updates to the Decision Center. While these updates have minimal visual impact, they are significant investments that create a foundation for future enhancements. These include: The first is an update to report naming and style changes And the second focused on rebuilding the architecture on which the Decision Center runs Report Naming and Style…

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Fact Details Report and Disclaimer Updates

Based on your feedback, we’re: Updating the Fact Details Reports download feature. Adding page numbers to the presentation Disclaimer page. Fact Details Reports Updates The Fact Details Reports can now be downloaded and saved to the Vault. These are accessible on the Client Portal. As a result, the Fact Details Reports can now be added to presentations, saved…

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New Insurance and Salary Charts Released

This September, we began the process of transitioning our legacy Advisor Reports into charts on our Advisor Analytics platform. These new charts provide deeper insight with filters that allow you to quickly parse your client data. Adding even more visibility, efficiency and opportunity to grow your wallet-share. This month, we’re releasing two new charts to your analytics…

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