Emailing in Advisor Branded Marketing

With summer quickly approaching, it’s a great time to share a Memorial Day message or schedule a mid-year review with your clients. If you subscribe to Advisor Branded Marketing, you have access to a library of email templates to engage your clients from within eMoney. ​ Let’s look at how to create, send, and track email engagement with Advisor Branded Marketing! Create Your…

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Webinar Replay: A to Z Workflow with eMoney and BlackRock iRetire

BlackRock’s iRetire® offers you an interactive way to help your clients answer the question, “Will I have enough for the retirement I want?” The iRetire plan can help you determine your client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really…

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Advanced Analytics Updates: New Chart, Enhancements, and Export Template Updates

This month we’re releasing a wide range of updates to our Advisor Analytics platform, including a new chart, multiple enhancements to our Liabilities charts, and a new field in our Client Export template. New Chart: Clients By State The new Clients by State chart makes it easier than ever to break out your clients into targeted groups…

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