Upcoming Webinar: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning

Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows. Join Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, for a live webinar on Wednesday, July 24 at 2:00 p.m. ET. During the webinar, they’ll discuss how after adopting eMoney, Adviser Investments…

Continue reading

Webinar Replay: eMoney + PreciseFP

Improve the workflow across the financial planning lifecycle with eMoney and PreciseFP. With the eMoney and PreciseFP integration, you can create efficiencies that allow you more time focus on your clients’ individual needs and goals. By streamlining the transfer of client details, assets, liabilities, and insurance policies from PreciseFP to eMoney, the integration allows you to focus…

Continue reading

Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth

Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle. Watch the webinar below to hear from Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, as they discuss how FlexGen firms leverage technology to effectively…

Continue reading

June Product Release Update

This month, we walked through our June Product Updates, including releases that are now available, and those coming soon! Available Now Cash Flow Overview in Decision Center (Blog Post) Investment Consistency Update (Blog Post) Foundational Planning Updates (Email) Coming Soon Salesforce Integration (Blog Post) Continued Learning Is there a specific eMoney product or feature you…

Continue reading

Webinar Recap: Understanding Stock Options

In this week’s session, Understanding Stock Options we covered best practices and efficiencies surrounding stock option input and monitoring. Topics Covered Best Practices for Connecting Stock Options Data Entry – Non-qualified and Restricted Stock Options Stock Option Reports Best Practices for Maintaining and Monitoring Stock Options More Resources Lots of Stock Options (Blog) Stock Options (Blog) Entering…

Continue reading

Webinar Recap: Advanced Planning vs. Foundational Planning

In this past week’s session, Advanced Planning vs. Foundational Planning we learned about the difference between Foundational and Advanced Planning as we used a sample client to mimic a typical progression through different planning stages. Topics Covered Foundational Planning Experience using sample clients, the Stevens Foundational Planning Data Entry and Deliverables Graduating Clients to Advanced Planning Advanced Planning…

Continue reading