Data Aggregation in the New Year

If you follow the eMoney blog, you’ve probably heard about our API transition, a long-term strategy that will provide more stable and secure data aggregation for you and your clients. As the industry transition from screen scraping to API-based aggregation, consumers will gain more control than ever over who can access their sensitive financial data. Your clients will also enjoy…

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Summit Breakout Series: Basic Retirement Planning (Training Webinar)

In the “Summit Breakout Webinar Series,” we cover topics that were held as Breakout Sessions at the eMoney Summit. This webinar discusses the basics of Retirement Planning is eMoney and best practices for presenting your retirement plans to your clients using eMoney’s reports and interactive planning features. We walked you through a model scenario using a…

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Advisor Branded Marketing: Find the Right Piece of Content for your Client’s Questions

The NEW Advisor Branded Marketing platform is your complete marketing and client communications toolkit. So whether you’re a seasoned Advisor Branded Media user just transitioning to the new platform, or a brand new ABM subscriber, there’s a ton of new content and features to get acquainted with– including articles, eBooks, slicks, videos and more. While Advisor Branded…

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