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 advisor, center-stage in helping them achieve their goals, by focusing on the number that really matters: sustainable retirement income. iRetire® offers you a repeatable and engaging process to help your clients reach and maintain the income they want in retirement, while helping you evolve and grow your business.

BlackRock understands that the truth is, more than 60% of investors fear not having enough money in retirement. And with longer lives, hard-to-find investment returns, and shifting markets, the old rules of thumb about how much to save for and spend in retirement simply don’t work anymore.

That’s why their technology helps you manage your client’s journey by Illustrating tradeoffs between their needs, preferences for risk, retirement date, saving and spending.

Where can I learn more?

Join Ross Znavor, Head of BlackRock Digital Wealth Business Development and Jude Grimaldi, Strategic Partnerships Analyst at eMoney, on December 12th at 4:00 PM EST as they share ways iRetire can help eMoney advisors and clients achieve their retirement income goals. Gain insight into how you can help clients achieve their retirement income goals.

CC: Webinar - 12.5.18

Jacob Leise

Written By

Jacob is a Product Marketing Manager at eMoney Advisor.