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.
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.
Soon, users of Salesforce and eMoney will be able to create a seamless workflow between both systems with a new bidirectional integration.
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.
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…
Keynote speakers include Abby Johnson, Chairman and CEO of FMR LLC; bestselling authors Daniel Pink, Alison Levine; and various financial planning experts.
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.
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.