Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!) Here’s how… On the Client list,…

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Fidelity WealthscapeSM Integration: Performance Measurement

Advisors can now see a snapshot of Fidelity’s Performance Measurement data on the eMoney Client Overview page. How does it work? Advisors with access to Fidelity’s Performance Measurement feature will be able to review performance data for linked individual Fidelity accounts on the eMoney Client Overview. The advisor can view the data by time period…

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eMoney Tip of the Week: Prospecting in eMoney

eMoney Advisor offers features that are geared towards your prospective clients. From Traditional Lead Capture to our revamped Advisor Branded Marketing , our prospecting tools can help you build your book of business. We designed these tools help you attract potential clients and demonstrate your value. Advisor Branded Marketing Let us worry about marketing to your…

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eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our recently added Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime….

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