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Heart of Advice

Insights and best practices for successful financial planning engagement

Fintech

Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.

Team developing APIs for financial planning

From Prospect to Plan: The Role of APIs in Expanding Financial Planning

For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated… Read More

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financial advisor and client looking at client portal

The Value of a Robust Client Portal in Financial Planning Relationships

A client portal is a client’s connection to their financial plan. It’s the technology that keeps them engaged in between… Read More

Advisor looking at client portal with client

How Client Portals Make Financial Planning More Profitable

A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented… Read More

Financial advisor reviewing data dashboard with colleague

The RIA Tech Stack: What You Need to Deliver an Exceptional Client Experience

Navigating the ever-evolving landscape of technology can be a daunting task for financial advisors. A recent study highlighted that 75… Read More

eBook: The New Advisor Value Proposition

Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.

Download Now
Financial advisor meeting with client looking at plan on tablet

Proven Process for Building Holistic Financial Plans in eMoney—Webinar Follow Up

I recently had the pleasure of hosting a webinar with Greg Furer CFP®,CRPC®, CEO and Founder of Beratung Advisors. In… Read More

Person looking at AI-enabled planning platform

The Role of Artificial Intelligence in Financial Planning

Artificial intelligence (AI) has garnered outsized attention as of late with the launch of ChatGPT and other generative AI platforms. Read More

Couple works on personal finances on laptop

Research Reveals Tools and Tactics That Drive Personalization in Financial Planning

Last year eMoney conducted research to learn more about where advisors and their clients stood on how they define financial… Read More

eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships

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Woman looking at aggregated accounts on computer screen

Account Aggregation: A Complete Guide for Financial Advisors

As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More

Advisor working with client with fintech and finpsych

How Top Advisors Are Combining Financial Psychology and Technology

For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More

Team developing APIs for financial planning

From Prospect to Plan: The Role of APIs in Expanding Financial Planning

For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated content and expand… Read More

insurance data aggregation

How Insurers Are Embracing the Future with Upgraded Tech Stacks

When it comes to technology trends in the insurance industry, the customer experience reigns supreme. That’s the message from a… Read More

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eBook: The New Advisor Value Proposition

Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.

Download Now
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