Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth

Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle. Watch the webinar below to hear from Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, as they discuss how FlexGen firms leverage technology to effectively…

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The Definition of Investments Has Been Standardized

We standardized the definition of investments to create a consistent experience between the Client Overview and Client Portal (Home and Investments pages). This change included updates to the values displayed by the Investments tiles. The new definition of investments includes the following account types: Taxable Qualified Retirement Roth IRA HSA 529 Annuities Deferred Compensation Cash (New…

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Midtown Financial Reduces Data Entry Costs by up to 97% with eMoney Data Entry Service

Data Entry Service Case Study

Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative…

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eMoney Advisor Wins Zuora’s 2019 North America Subscription Economy Excellence Awards for Innovation

eMoney Advisor has been named as the winner of the Innovator category in Zuora’s 2019 North America Subscription Economy Excellence Awards in recognition of their incredible success with a groundbreaking approach in the Subscription Economy. Megan Murray, eMoney’s Head of Finance, accepted the award on the company’s behalf at the SEE Awards Presentation on Tuesday,…

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