Independent Financial Partners to offer its advisor network eMoney Advisor’s financial planning platform, client portal and marketing solution, among other tools

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox. 

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Happy Thanksgiving from your eMoney Team

Thanksgiving is almost here. And this year, when we think about what we’re thankful for (aside from friends and family…and turkey and stuffing 😊) we’re also so grateful for you: our FlexGen advisors. After all, being a FlexGen advisor isn’t just about adopting technology and being future-ready. It’s about embracing the needs of your clients and helping them overcome their challenges, regardless of…

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Foundational Planning: Helping Advisors Deliver More Plans to More Clients

Last month, you heard from my colleague, Josh Belfiore, who prior to joining eMoney was a financial advisor at Merrill Lynch. In his blog post, he asked the question “How can we help advisors do more for their clients?” With 55 percent of client households valuing an advisor who takes the time to understand their…

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