Webinar Replay: 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. Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM,…

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Enabling Integrations in eMoney

To help you to increase efficiency, reduce data entry, and ensure consistency across multiple applications, eMoney works with a number of software providers to deliver powerful integrations. With eMoney you’ll gain access to variety of integration types including Client Relationship Management (CRM), Connection-based, Performance and Risk Assessment, and Reporting and Planning. Integration Features While each integration has its own…

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9 Things You Don’t Know About eMoney: University Program

“An investment in knowledge pays the best interest.” – Benjamin Franklin As a renowned author, scientist, and inventor, Mr. Franklin knew a thing or two about education and learning. In the spirit of the man who would one day grace the $100 bill, eMoney launched their University Program, helping develop the next generation of financial advisors,…

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