API Transition Update: Upcoming API Releases

July 26, 2018July 26, 2018 Joseph Pearson Product Updates

Over the coming weeks, we’ll start aggregating data for all of the existing Vanguard and Capital One connections through APIs. Other high volume connections, including Fidelity, will transition soon.

New Marketing Content: Mitigating the Risk of Student Loan Debt

July 26, 2018July 26, 2018 Joseph Pearson New Videos, Product Updates

Our latest marketing campaign is designed to show your clients and prospects how financial planning can help parents soften the blow for their children. And help grads identify ways to manage their financial obligations so they can achieve their life goals.

Salesforce Integration Coming Soon

July 26, 2018August 20, 2018 Joseph Pearson Product Updates

Soon, users of Salesforce and eMoney will be able to create a seamless workflow between both systems with a new bidirectional integration.

Taxable and Cash Account Contributions Tab – Coming Soon

July 25, 2018July 26, 2018 Joseph Pearson Product Updates

So you can quickly and easily enter contributions when working with Taxable and Cash Accounts, we’re adding the Contribution tab. This change will eliminate the need to model contributions for these accounts via Transfer Flows.

New Analytics Charts Coming Soon: Client Mortgages by Interest Rate & Vesting & Expiring Options by Date

July 23, 2018July 27, 2018 Joseph Pearson Product Updates

Advisor Analytics help to truly differentiate your business by offering data-driven insights into the client and investment data that passes through your eMoney platform every day. Coming soon, all users will receive the first set of charts that enhance the data and insights previously presented in the Advisor Opportunity reports – Client Mortgages by Interest Rate and Vesting…

eMoney Advisor Announces Agenda for 2018 Summit

July 19, 2018July 19, 2018 Grayce Turnbach eMoney News, Press Releases

Keynote speakers include Abby Johnson, Chairman and CEO of FMR LLC; bestselling authors Daniel Pink, Alison Levine; and various financial planning experts.

Webinar Replay: How to Effectively Grow Your Business in the Digital Age

July 16, 2018July 16, 2018 Joseph Pearson Best Practices, Webinars

How do you grow your business? Are you still relying on referrals and cold-calling leads to drive growth? Learn how forward-thinking advisors are challenging traditional marketing methods and achieving business growth through digital marketing.

eMoney Tip of the Week: Creating a Mid-Year Review Template

July 5, 2018July 3, 2018 eMoney Communications Team Tip of the Week

We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.

eMoney Advisor Blog

Providing tips, best practices, and resources necessary to grow your practice and provide your clients with the level of service they deserve — all tied back to the use of innovative technology.