Best Practices: Mastering the Digital Marketing Funnel

While you’re probably familiar with the traditional sales funnel, are you an expert in the digital marketing funnel? If not, don’t worry. Advisors who focus exclusively on moving prospects through the sales funnel can miss opportunities to build trust with them before that important first conversation. But how do you facilitate these moments before you’ve even made contact? Today’s…

Continue reading

New “Request a Feature” and “Request a Connection” Pages Released

Do you have brilliant suggestions that can help make the eMoney platform even better? We want to hear them! That’s why we’ve created a new Request a Feature page and Request a Connection page that allow you to submit and track your eMoney product suggestions and connections. With the new Request a Feature and Request a Connection pages, not only can you…

Continue reading

New Basic Analytics Charts Released

With analytics, you can make data-driven decisions to differentiate your business and better serve your clients. That’s why we updated our Basic Analytics platform with the first set of charts designed to enhance the insights previously accessible only through our Advisor Opportunity reports. New charts being added to Basic Analytics include: Client Mortgages by Interest…

Continue reading

Navigate with eMoney Voice Assistant – Coming Soon

As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application. With eMoney Voice Assistant, you’ll be able to…

Continue reading

eMoney Integrating with iRetire® by BlackRock

Available later this year, eMoney is integrating with iRetire® by BlackRock. Featuring single sign-on access between systems, the integration will streamline your workflow and seamlessly connect iRetire’s engaging retirement planning module to eMoney’s comprehensive planning platform. What is iRetire? iRetire by BlackRock is designed to help clients better understand the retirement problem and put you, their…

Continue reading

Lincoln Investment to Offer eMoney Advisor as Part of its Technology Offering for Advisors

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.

Continue reading