Entering Stock Options into eMoney

Companies utilize stock options to attract, incentivize, and motivate top talent with competitive financial compensation. The life cycle of a typical non-qualified stock option has four stages: when the stock option is granted, when it vests, when it’s exercised, and finally when it’s sold. First, are you adding the stock option through a connection or manual entry?…

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Midtown Financial Reduces Data Entry Costs by up to 97% with eMoney Data Entry Service

Data Entry Service Case Study

Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative…

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Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle

The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans. Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to…

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