How did companies like Amazon, Netflix, and Uber become leaders in their industries? They harness the power of analytics to create meaningful customer experiences and provide the necessary tools for their employees to create valuable experiences. How do advisors and office managers do just that? With a tool that supplies them with the analytics valuable to…
Next year, we’re releasing How-To’s on the Client Site to help improve how your clients learn to navigate and use the features and capabilities of their Client Site. With How-To’s your clients will have immediate access and guidance for completing the most common tasks on their Client Site, like connecting accounts, uploading vault documents or setting a budget.
eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage platform to create a more complete end-to-end experience that positions advisors to stay ahead of shifting regulatory, client and industry trends….
You and your clients can now enjoy a unified Vault experience, simplifying the process of organizing their financial lives by creating an even easier process for securely sharing and accessing files whenever and wherever they are.
Modern investors expect a user-friendly and streamlined personal financial management experience. If they can’t easily track their progress toward their goals and visualize how their goals impact their long-term financial outlook, they disengage. With our redesigned Client Site Homepage and new interactive Goals tab, you can empower clients to reach their most important financial milestones…
Next month we’re updating your vault functionality, to provide a more modern and streamlined process for uploading and managing you and your client’s important financial documents.
Earlier this month, we released the Presentations chart – the first in a series of planning-focused charts developed based on your feedback. Next in that series, and being released soon, will be the Scenarios chart. This chart, which provides a view into which clients do or do not have scenarios defined in the system, will help improve…
Is your marketing adapting with the digital era?
If you’re still depending on traditional marketing, word-of-mouth, and referrals to generate new business, it’s time to rethink how and where you’re meeting new clients.
Not sure where to begin? We can help!