We’re partnering with our friends at Twenty Over Ten to demonstrate how you can generate quality leads and grow your business with digital marketing strategies.
Join our live webinar on Tuesday, June 5 at 2:00 p.m. ET to learn how a planning-based approach can help you drive sustainable revenues.
CEO Alex Chalekian saw the advice industry changing around him and knew he wanted to focus on holistic financial planning. Chalekian wanted a Fintech solution that would enable him to create rigorous, highly customized financial plans with cutting-edge efficiency.
To grow its business, the wealth management team at CAPTRUST knew they needed to rethink their financial planning solution. They sought a platform that would support the collaborative decision-making their clients wanted and that would grow as their needs evolved.
By integrating eMoney into his practice, Roberge found a comprehensive solution that allows him and his clients to start simple and to adapt their plans as their lives and financial situations become more complex.
As we announced last year, eMoney is deploying API-based data aggregation to provide clients with a more seamless and secure connections experience. We’re happy to see that the industry is taking notice of the importance of safe and responsible data aggregation. The recent FINRA alert, for example, urges consumers to understand how data aggregators operate before sharing sensitive…
Data security seems to be in the news almost every day. Whether it’s a breach at Facebook, Equifax, or even Panera Bread—your clients are on high alert. When it comes to their Client Portals, they want to know that their data is secure. And they want to understand how it’s being used by third parties….
When helping clients prepare for retirement, are you discussing potential healthcare costs with them? Historically, retirement planning has been less concerned with this figure and more concerned with market performance and inflation as assumptions in a plan. While recent research by Fidelity has shown that Americans are becoming increasingly concerned with potential healthcare costs, they…