As a financial advisor, growing your business is a top priority. But finding the time to network with prospects and cultivate new clients can be difficult. As part of our commitment to help support your growth, we’re proud to announce a new lead generation program – Lead FeedSM – aimed at connecting you with investors seeking a…
This product release includes functionality that adds flexibility and creates new opportunities to start conversations with your clients regarding the Tax Cuts and Jobs Act. Check out our eMoney Update video to learn more about this release: With the Income Tax Sunset setting, you can specify in your Tax Assumptions whether or not the new…
eMoney announces a new brokerage integration with Schwab Advisor Center®that enables advisors to work seamlessly between the two platforms. Developed to fit your workflow, and releasing March 30, the Schwab® integration features multiple single sign-on points within eMoney so you can access the technology you need, when and where you need it. Key Features of the…
The latest enhancements to Advisor Branded Marketing make it even easier to stay in touch with clients and to create even more targeted and relevant communications from within your marketing platform. The first enhancement adds the Newsletter content type to your Content Library. With nine monthly, bi-monthly, and quarterly newsletters targeting specific audiences like retirees, benefit plan…
The March tax law updates, including the remaining tax laws eMoney handles, a new designated Tax Assumptions area in the Advanced Fact Finder, and an update to the previously released Alimony Deduction have begin to roll out today, March 14. Keep reading below for more information on the tax updates released today and what’s coming…
Sign up for our Mobile Experience Update webinar on May 10 at 2 pm ET. With more than half of the world’s web traffic now coming from mobile phones, a seamless mobile experience is a must-have for businesses who want to stay connected with clients. And with the growing number of devices available to access…
With the Client Portal, your clients can view their entire financial landscape in a single, consolidated user experience. For most clients, it makes managing their wealth easier and more convenient. Other clients may find it stressful or challenging to learn a new technology. And as an advisor, you have to field mundane questions like: “How…
To succeed in today’s competitive market, you need a robust technology stack. It has to be all-encompassing, from financial planning, risk profiling, and performance reporting, to client relationship management, account trading, and re-balancing. And to maximize your investment, your technologies don’t just need to just communicate with you, but with each other. We’re dedicated to creating a…
