Webinar Replay: Why CPAs are Leading with Planning (feat. Jody Padar)

November 9, 2018November 21, 2018 T.J. Hill Advisor Perspectives, Webinars

Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.

Webinar Replay: Security 101 – Information Security in the Digital Era

November 1, 2018November 15, 2018 Alyssa Lewis Advisor Perspectives, Webinars

Watch this webinar to hear from Jason Novak, eMoney’s Head of Security & IT Operations, on strategies to protect yourself and your clients’ private data from cyber attacks.

eMoney Advisor Launches Voice Assistant for Financial 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.

November 1, 2018November 6, 2018 Grayce Turnbach eMoney News, Press Releases

Available to all eMoney clients, the Voice Assistant provides a seamless, efficient and hands-off way to search for client information and data. Advisors can navigate to areas of the platform that conventionally take a few clicks in just one step, using one voice command.

Driving $1.1B in Organic AUM Growth: How NextGen Advisors Evolved the Family Firm with eMoney

October 31, 2018October 31, 2018 eMoney Communications Team Advisor Perspectives, Case Studies

In this case study, learn how Winthrop Wealth Management created a generational strategy that’s driving $1.1B in organic AUM.

Brunch & Budget Drives Revenue by Serving NextGen Clients with eMoney

October 23, 2018October 23, 2018 eMoney Communications Team Advisor Perspectives, Case Studies

Founder Pamela Capalad realized success by serving NextGen clients. But she wanted to provide an even more collaborative experience as her business began to grow. That’s where eMoney came in.

2018 eMoney Summit: Product Roadmap Highlights

October 23, 2018October 24, 2018 Joseph Pearson eMoney Summit

Speakers at the 2018 eMoney Summit delivered inspiring keynotes, educational breakout sessions, and … product announcements! In case you missed it, Jess Liberi, our Head of Product, presented our company product vision. She covered not only what we’re building, but why and how. And perhaps most importantly, for whom. We evolve our platform to anticipate and respond to changing…

“Take me to John Smith’s Cash Flow Report” – eMoney Voice Assistant Released

October 23, 2018November 19, 2018 Joseph Pearson New Release Information, Product Updates

Voice recognition technology has become ingrained in our everyday lives. Whether you’re asking Siri to compose a text message, searching the web with “Okay Google”, or streaming your favorite music station with Alexa — the way we interact with technology has changed.

New Analytics Charts Coming Soon

October 22, 2018November 19, 2018 Joseph Pearson New Release Information, Product Updates

Last month, we released the first set of new charts designed to enhance the insights previously only accessible through our Advisor Opportunity reports. Next month, we’re releasing three new charts, adding even more value to the Analytics platforms you know and love—allowing you to make data-driven decisions that differentiate your business so you can better…

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.