All too often, advisors have to find better ways to integrate their technology stacks. In fact, in the 2017 InvestmentNews technology survey, 79 percent of advisors list “a lack of technology integrations” as a serious challenge to their businesses. That’s why integrations have, and will remain, one of the pillars of the eMoney platform. Earlier…
In the 2017 InvestmentNews technology survey, only 15 percent of advisors said their integrations included embedded functionality or workflows. Seventy-nine percent listed “a lack of technology integrations” as a serious challenge to their business. That’s why we’ve made integrations a key component of the eMoney platform. Soon, we’ll release our Salesforce integration via a plugin…
This month, we’re making two updates to the Decision Center. While these updates have minimal visual impact, they are significant investments that create a foundation for future enhancements. These include: The first is an update to report naming and style changes And the second focused on rebuilding the architecture on which the Decision Center runs Report Naming and Style…
Based on your feedback, we’re: Updating the Fact Details Reports download feature. Adding page numbers to the presentation Disclaimer page. Fact Details Reports Updates The Fact Details Reports can now be downloaded and saved to the Vault. These are accessible on the Client Portal. As a result, the Fact Details Reports can now be added to presentations, saved…
This September, we began the process of transitioning our legacy Advisor Reports into charts on our Advisor Analytics platform. These new charts provide deeper insight with filters that allow you to quickly parse your client data. Adding even more visibility, efficiency and opportunity to grow your wallet-share. This month, we’re releasing two new charts to your analytics…
Last month, you heard from my colleague, Josh Belfiore, who prior to joining eMoney was a financial advisor at Merrill Lynch. In his blog post, he asked the question “How can we help advisors do more for their clients?” With 55 percent of client households valuing an advisor who takes the time to understand their…
Last month, we released the first set of new charts designed to enhance the insights previously only accessible through our Advisor Opportunity reports. Next month, we’re releasing three new charts, adding even more value to the Analytics platforms you know and love—allowing you to make data-driven decisions that differentiate your business so you can better…
