Efficient Financial Planning
eMoney Plus offers an intuitive and streamlined financial planning solution that enables advisors to build simple yet effective financial plans in minutes. By leveraging key data inputs and the user-friendly design of the goals-based planning tool, advisors can efficiently create customized plans tailored to each client's specific financial goals and needs.
Goal-Oriented Client Support
With eMoney Plus, advisors can support goal-focused clients in reaching their financial objectives, whether it's saving for retirement, funding education, managing spending, or other milestones. By utilizing the financial planning tools integrated into the platform, advisors can provide comprehensive guidance and strategies to help clients achieve their financial targets effectively.
Interactive Planning Experience
eMoney Plus offers a differentiated planning experience by showcasing side-by-side scenarios and offering goal tracking tools that engage clients actively in the financial planning process. This interactive approach not only keeps clients involved and motivated but also increases client retention rates by providing them with a personalized and engaging financial planning experience.
Enhanced Client Relationships
By leveraging eMoney's comprehensive financial planning platform, advisors can build stronger and more personalized relationships with their clients. The client portal feature allows clients to access their unique plans and goals, fostering transparency and trust. Additionally, advisors can deliver custom reports that drive individualized conversations and align their services more closely with client needs, leading to more valuable and meaningful interactions.
Support and Services
eMoney provides robust support and services to ensure advisors maximize the benefits of the platform. From onboarding and training to ongoing client support, advisors have access to eMoney experts who can guide them through mastering the platform and addressing any questions or concerns. Professional services, including data entry, plan development, and consultative services, are also available to enhance the advisor's experience and efficiency in using eMoney Plus.