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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eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led Advisors

To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45 percent shared characteristics that eMoney and Fidelity identify as “FlexGen.” These advisors are adaptable, future-ready, focused on delivering a great client experience, and utilizing technology more often to achieve these goals.

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