For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated… Read More
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.
A client portal is a client’s connection to their financial plan. It’s the technology that keeps them engaged in between… Read More
A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented… Read More
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 PropositionDownload our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
I recently had the pleasure of hosting a webinar with Greg Furer CFP®,CRPC®, CEO and Founder of Beratung Advisors. In… Read More
Artificial intelligence (AI) has garnered outsized attention as of late with the launch of ChatGPT and other generative AI platforms. Read More
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 RelationshipsDownload Now
As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More
For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More
For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated content and expand… Read More
When it comes to technology trends in the insurance industry, the customer experience reigns supreme. That’s the message from a… Read More