Education and Practice Management
eMoney Advisor offers more than just a financial planning solution; it provides comprehensive support that extends beyond the platform. The Financial Planning Group comprises planning experts, many of whom are CFP® professionals, blending practical experience and advanced education to assist users effectively. These experts offer solutions both within and outside the technology offerings to address the evolving requirements of financial advisors and their clients. By leveraging their expertise, users can navigate complex scenarios and enhance their practice management strategies.
Onboarding and Training
The training team at eMoney Advisor is dedicated to ensuring the success of users by providing personalized coaching during the onboarding process. They conduct virtual training sessions to equip users with the knowledge and skills needed to optimize their practice using the eMoney platform. Through this support, users can build confidence in utilizing the platform's capabilities to their full potential, enhancing their overall efficiency and effectiveness.
Client Support
eMoney Advisor understands the significance of providing timely and effective client support. Their experts are available Monday through Friday, from 8:00 a.m. to 8:00 p.m. ET, to address any queries or concerns users may have while working within the platform. By offering support through preferred channels, eMoney ensures that users receive the assistance they need to leverage the platform's features efficiently and deliver exceptional service to their clients.
Data Migration Services
The Data Migration Services Team at eMoney Advisor consists of highly skilled specialists who offer valuable data input and migration services. These services are designed to save users time and streamline the process of transferring crucial information onto the platform. By entrusting data migration to experts, financial advisors can focus on nurturing client relationships and growing their business without the burden of manual data entry tasks.