Are you prepared to capitalize on the full potential of your firm’s financial planning abilities? With eMoney you can. HNW investors with a financial plan grew their assets 110% more than those without one and 72% of investors under the age of 40 indicated they are willing to pay for advice*. The need for financial advising is greater than ever – and will only continue to grow.
eMoney’s comprehensive and scalable technology empowers you to meet a broad range of planning needs – allowing you to develop deeper conversations with current and future clients.
Built upon their planning-centric platform, eMoney packages are constructed to align with the type of planning that you offer and to strengthen and extend your client engagements.
* Sources: Cerulli Associates, The Cerulli Report: U.S. Advisor Metrics 2018. https://www.kitces.com/blog/financial-advisor-headcount-total-addressable-market-tam-technology-hiring-growth/
Some of the core benefits of eMoney:
- Advisor Dashboard
- Client Portal
- Digital Document Storage
- Account Aggregation
- Digital Advice Platform
- Digital Lead Capture
- Screen Sharing
- Mobile Web App
- Award-Winning Customer Service
- Alert & Alarms
- Data Security