Remember when Frasier stopped hanging out at Cheers and started a radio show in Seattle? The Jeffersons moved on up away from their old neighbor Archie Bunker. And con man Jimmy McGill evolved into Saul Goodman before he met Walter White. Like creating a spinoff of a popular TV show, breaking away from a broker-dealer can be a risky…
What’s the most visited website in the U.S.? Facebook? (Everyone seems to use it.) Google? (How many times a day do you Google something?) eMoneyadvisor.com? (Especially the blog!) With 1.7 billion visitors monthly, the answer is YouTube. Since its first video was uploaded in 2005, the video hosting website has 300 hours of video uploaded every minute, and over 30 million visitors…
By offering secure, reliable account aggregation, firms can create engaging experiences that deliver long-term value to advisors and clients. But to best serve their clients, advisors need to address their concerns about data security and privacy. And ensure that aggregators’ data practices address those concerns.
Too often, technology is implemented for the sake of cost or efficiency, not the customer experience. As an advisor, your most important assets are your clients. If they are discouraged, or worse, disengaged by your current technology offering, it may be time to focus on the “Experience Stack.”
At eMoney, we recognize the importance your customers place on their online security. To limit the threat of nefarious online activity, we offer enhanced security features, including data encryption, routine testing, and 2-factor authentication.
A new type of advisor is leading the wealth management industry and experiencing rapid business growth. They have a fresh mindset and view opportunities where traditional advisors may see challenges.
As an advisor, your clients use numerous forms of technology in their daily lives. Their financial planning experiences should be as easy and as advanced as streaming a movie or ordering an Uber ride.
We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We have extensive training and support programs for beginners, power users, and everyone in between.