March 2020 Product Updates

Announced at the 2019 eMoney Summit, automated marketing campaigns are now available in Advisor Branded Marketing!

Automated campaigns allow you to schedule and launch a targeted series of content in just a few clicks—eliminating the manual task of following up with new contacts to nurture and convert them. Learn more

Check out our March release notes for more information.

• Advisor Branded Marketing
  • Launch Automated Marketing Campaigns to Prospects

• Decision Center
  • Cash Flow: Expenses and Other Income Charts
  • Distribution Center Reports Added to Decision Center 

• Foundational Planning
  • Quick Path to a Starter Retirement Analysis

• Alerts
  • Task Completion