Transforming Financial Planning with eMoney Advisor
eMoney Advisor is at the forefront of providing market-leading financial planning solutions that empower financial advisors to build trusted plans, operate efficiently, and scale their businesses. With eMoney's best-in-class technology, advisors can keep pace with their clients' growth by offering a planning platform that is flexible and adaptable, catering to the varying needs of clients.
Enhancing Client Engagement with Dynamic Plans
eMoney Advisor enables advisors to deliver dynamic plans that grow with both clients and advisors themselves. The platform allows for plans to be as simple or complex as required, ensuring that advisors can engage clients meaningfully throughout the planning process. By providing an interactive Client Portal, eMoney fosters transparency and collaboration, ultimately leading to successful, long-term planning relationships.
Gaining Real-Time Insights with Account Aggregation
eMoney's industry-leading account aggregation feature offers efficient and secure connections that provide advisors with a comprehensive, real-time view of their clients' financial situations. By harnessing reliable data, advisors can build plans confidently, knowing they have a holistic understanding of their clients' financial landscape.
Driving Success with Data-Driven Decisions
Advisor Analytics within the eMoney platform equips advisors with a powerful dashboard to make data-driven decisions. This tool allows advisors to uncover valuable insights, identify business opportunities, track client engagement, and take strategic actions that drive success. With access to such detailed analytics, advisors can optimize their practices and enhance client outcomes.
Seamless Operations with Streamlined Integrations
eMoney Advisor simplifies day-to-day operations for financial advisors with integrations to the industry's leading wealth management software. By seamlessly connecting various software tools, advisors can maximize the value of the plans they deliver while streamlining their workflows. These integrations enable advisors to work smarter, not harder, focusing on providing exceptional service to their clients.
Comprehensive Services and Support
In addition to its robust suite of products, eMoney Advisor offers comprehensive support services to ensure advisors maximize their use of the platform. From onboarding and training by eMoney experts to client support available Monday through Friday, advisors have access to a dedicated team to assist them every step of the way. Moreover, professional services such as data entry, plan development, and consultative services are available as needed, further enhancing the user experience.