Happy Thanksgiving from your eMoney Team

Thanksgiving is almost here. And this year, when we think about what we’re thankful for (aside from friends and family…and turkey and stuffing 😊) we’re also so grateful for you: our FlexGen advisors. After all, being a FlexGen advisor isn’t just about adopting technology and being future-ready. It’s about embracing the needs of your clients and helping them overcome their challenges, regardless of…

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2018 eMoney Summit: Product Roadmap Highlights

Speakers at the 2018 eMoney Summit delivered inspiring keynotes, educational breakout sessions, and … product announcements! In case you missed it, Jess Liberi, our Head of Product, presented our company product vision. She covered not only what we’re building, but why and how. And perhaps most importantly, for whom. We evolve our platform to anticipate and respond to changing…

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New Analytics Charts Coming Soon

Last month, we released the first set of new charts designed to enhance the insights previously only accessible through our Advisor Opportunity reports. Next month, we’re releasing three new charts, adding even more value to the Analytics platforms you know and love—allowing you to make data-driven decisions that differentiate your business so you can better…

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Orion and Riskalyze Integration Updates

Earlier this October, we released multiple integration updates. These included the ability for clients to single sign-on to their Orion Client Portal, and improvements to the Riskalyze integration. Take advantage of our latest integration updates to run your business more efficiently. Orion Client Portal Single Sign-On Now, it’s easier than ever for your clients to…

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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 “Request a Feature” and “Request a Connection” Pages Released

Do you have brilliant suggestions that can help make the eMoney platform even better? We want to hear them! That’s why we’ve created a new Request a Feature page and Request a Connection page that allow you to submit and track your eMoney product suggestions and connections. With the new Request a Feature and Request a Connection pages, not only can you…

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