Wednesday, January 27 at 2:00 p.m. ET In part 1 of a 3 part series you'll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.
Standardize user management processes across your firm. Add and delete offices and manage contact and user lists to provide a consistent experience for advisors and clients.
For firms that operate in a team-centric model, it’s imperative to have access to data on all clients. eMoney’s firm admin dashboard allows you to centrally manage all of your users so your team can deliver the ultimate client experience.
With multiple configuration options to select from, you can tailor your eMoney application to best meet your critical business needs and brand.
Our entire product suite is just a click away.
We work with you to configure a solution that meets your firm’s unique needs.
Take a look at some of our online resources for more information.