A Streamlined Method for Connecting Manual Accounts – Coming Next Month

To create a more streamlined client experience, we’re simplifying the process of linking manual accounts on the Client Site. Next month, we’ll update the Client Portal to include a Link button on manual accounts. This button will initiate a new step that walks your clients through the process of linking the account with their financial institution, creating…

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New Lead Client Type

An increasing number of advisors are leveraging eMoney’s business development tools—like Advisor Branded Marketing, Lead Capture, and our new Lead Feed solution—to attract and retain clients. While growing your business is always a top priority, it can be difficult to keep track of leads with your jam-packed schedule. That’s why we’ve streamlined the process of adding…

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