The Agenda Is Live! Check out the full list of sessions that will take place at this year's virtual eMoney Summit October 17-19 – based on popular search terms among eMoney users.
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Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex.
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“To truly scale our financial planning services, our advisors needed the freedom to deliver both basic and advanced plans. eMoney allows our team to adapt the planning experience to meet a wide range of client needs, while empowering clients of any age to own their financial decisions today, tomorrow, and in the years to come. ”Max Winthrop CEO, Winthrop Wealth Management
“A big portion of our value proposition is eMoney. We believe that when we are better, our clients’ lives are better. And the best tool we found to do that is eMoney. It helps our clients to truly make informed financial decisions. ”Greg Furer CEO, Beratung Advisors
“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds. ”Elizabeth Kesselman Vice President, Adviser Investments
“eMoney is a relationship builder, and the fact that it is intuitive and user-friendly makes a world of difference. ”Becky Walen AFC®, CFP® Financial Planning Lead, Bell Bank
Check out eMoney’s Resource Center. From best practices to thought leadership and everything in between, we’ve got you covered.