Knowledge Base Podcast

Elevate your business with an inside look at application features and insights with experts from the eMoney community.

Knowledge Base Navigator: Quick Clicks to Help Resources

Knowledge Base Navigator: Quick Clicks to Help Resources

00:00 / 11:35

Meet eMoney’s Knowledge Base Navigator! The Navigator is bringing a new level of simplicity to your day-to-day work in eMoney, helping you find Help Resources with a few easy clicks. Learn more about this feature with Advisory eLearning Specialist, Diane Kelly. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Annuity Nuances in eMoney

Knowledge Base Podcast

Annuity Nuances in eMoney

00:00 / 28:58

Annuities can be complicated financial instruments which make modeling in eMoney difficult. Often, there are certain situations or circumstances that influence how the annuity is entered in our software. In today’s episode, we sit down with Chris Mauriello from eMoney’s Financial Planning Practice Management and Consulting group to surface nuances that can impact how you position an annuity in eMoney.

Premium Client Portal: Unlock This eMoney Offering

Knowledge Base Podcast

Premium Client Portal: Unlock This eMoney Offering

00:00 / 41:01

Meet the eMoney’s Premium Client Portal — giving you the opportunity to give your Clients a front row seat to be engaged in the planning experience. Patrick Matlick, Senior Financial Planning Product and Research Consultant, shares everything you need to know about leveling up your Client’s portals!

Nitrogen: Risk’s Role in Financial Planning

Knowledge Base Podcast

Nitrogen: Risk’s Role in Financial Planning

00:00 / 51:43

Meet Nitrogen Wealth, a fintech platform taking a quantitative approach to risk. Understand the differences between risk tolerance, risk capacity, and the role that both have in the planning process for your Clients. You’re going to love to this conversation with Nitrogen Wealth’s Success Engagement Manager, Chris Quandt!

Needs Analysis Revamp

Knowledge Base Podcast

Needs Analysis Revamp

00:00 / 16:41

Hear from Chad Porche, SVP of Product and Design about our recent revamp of the Needs Analysis tool. You will gain insight into how this tool has been modernized and various situations to consider deploying with clients.

Coaching: eMoney’s Secret Sauce

Knowledge Base Podcast

Coaching: eMoney’s Secret Sauce

00:00 / 37:43

How can you use eMoney to help create sticky clients and build stronger Advisor-Client relationships? Ania Iguitian, Advisory Client Success Coach dives into eMoney’s coaching offering. Ania details how coaching can help you learn efficient but effective ways to implement eMoney into your business practice.

Roth Conversions Part Two: Best Practices for Modeling in eMoney

Knowledge Base Podcast

Roth Conversions Part Two: Best Practices for Modeling in eMoney

00:00 / 22:08

Get ready for part two of our Roth Conversions conversation with eMoney’s Senior Business Analyst, John Costello! Learn what reports best illustrate Roth Conversions and other tips and tricks for seamlessly modeling them in-app.

Roth Conversions: The Domino Effect of Optimizing Taxes

Knowledge Base Podcast

Roth Conversions: The Domino Effect of Optimizing Taxes

00:00 / 20:31

Hear from John Costello in part one of our Roth Conversions discussion! Dive into the various conversion types and how to model them in eMoney in planning for your Clients

Elevate with eMoney in 2025

Knowledge Base Podcast

Elevate with eMoney in 2025

00:00 / 25:08

eMoney’s Group Product Manager Josh Belfiore is back on the podcast to talk about recent product enhancements and to also provide insight on upcoming product releases in 2025 and how eMoney advisors can use our tools to elevate their interactions with clients. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Redtail: Integrating Platforms for Efficiency and Value

Knowledge Base Podcast

Redtail: Integrating Platforms for Efficiency and Value

00:00 / 48:50

Meet another popular eMoney Integration: Redtail. Hear from Rick Williamson, Director of Brand Experience, on how Redtail lends to efficient and secure business practices while maintaining value in the planning experience for their Clients.

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