Elevate your business with an inside look at application features and insights with experts from the eMoney community.
Determining Social Security benefits and deciding when to begin claiming benefits can be a difficult for clients. In this episode of the podcast, we sit down with Jeff Zenko, Senior Client Success Coach at eMoney to discuss different approaches for accounting for Social Security Benefits and associated eMoney capabilities that demonstrate the impact of claiming strategies.
Dive into the details of the Orion x eMoney integration with Jeff Kliewer, Senior Product Manager at Orion Investments. Understand the ins and outs of creating a strong fintech platform with both Orion and eMoney, as well as how both Advisors and Clients can find value in this Integration. 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.
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.
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.
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!
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!
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.
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.
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.
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
