eMoney plans to add an integration later this year with OpenView Gateway™, the integration platform from Schwab Advisor Services, the largest custodian of independent advisor assets.
Learn more about our planned API-based aggregation method that gives end-clients more control over how their connections and how their financial data is used.
Jeffrey Schwantz, SVP, Head of Enterprise Sales and Shannon Porro, VP, Strategic Partnerships have joined eMoney. Schwantz, who joined the firm from Morningstar and Porro from Fidelity Custody and Clearing, report to eMoney’s Head of Business Development, Stephen Langlois, who joined the company in May.
eMoney had a highly successful night on Wednesday, October 11 – walking away with two wins at the prestigious 2017 Wealth Management Industry Awards.
Attendees of eMoney’s Fourth Annual Advisor Summit received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year.
eMoney announced its final keynote speaker, Guy Kawasaki, author and chief evangelist of Canva. Kawasaki will discuss “The Art of Enchantment,” focusing on how speech influences people’s hearts, minds and actions. He will further detail in his session how to achieve likability and trustworthiness and how to overcome resistance, a topic that all advisors can relate to when interacting with clients.
The new functionality of the Client Website includes an interactive Goals section where end-clients can easily add goals, track their progress towards funding those goals and visualize how they impact their long-term financial outlook. Allowing end-clients to input and update their financial goals enables advisors to adapt plans in real-time based on their clients’ priorities.
Come for one of the industry’s most innovative and interactive conferences. Stay for some of the best golf courses, restaurants and outdoor activities in the country.