How to Send an Email in Advisor Branded Marketing

You play a critical role in your clients’ lives—especially during this time of uncertainty and market volatility. We know it’s paramount that you have the resources you need to continue to communicate with your clients. With Advisor Branded Marketing, you can email clients directly from your eMoney platform and proactively share timely content that speaks to current…

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Foundational Planning: Delivering More Plans to More Clients

At eMoney, our mission is to provide advisors flexible and scalable solutions that address a wide range of planning needs across the entire client lifecycle, all through a single, unified platform: One that enables advisors to have interactive and engaging planning conversations that are always aligned with the client’s needs and goals, maximizing both client…

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The Basics of eMoney Interactive Planning Tools

eMoney offers three interactive planning tools, Goal Planner, Decision Center, and Distribution Center, that help you present plans to your clients in a visual way and quickly show the impact of their financial decisions in real time. These tools focus on goal planning, cash-flow planning, and estate planning. Goal Planner Goal Planner is our interactive,…

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