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.
Tampa, Fla. – Jan. 29, 2019 – Independent Financial Partners (IFP), a multi-custodial RIA and soon-to-be broker-dealer with nearly 500 advisors specializing in wealth management and retirement plan consulting, today announced that it will partner with eMoney Advisor, a leading provider of planning-centric wealth management tools. IFP advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox.
“eMoney is a best-in-class technology, and this partnership makes it easier for us to provide high-quality tools at scale,” said Greg Wozniak, Director of Advisor Experience at IFP. “Our primary goal with this endeavor is to improve our advisors’ day-to-day operations while offering a comprehensive eMoney experience that integrates with our other tech vendors.”
With eMoney, IFP advisors can meet the diverse needs of their clients within a fully integrated wealth management tool that delivers a personalized, high-impact planning experience. eMoney’s industry-leading Client Portal gives clients on-demand access to clients’ financial pictures in one place, allowing them to monitor account activity, track progress toward goals, evaluate spending and more. IFP advisors and their clients also benefit from real-time account aggregation and secure document storage in the eMoney Vault.
In addition, IFP advisors have access to Advisor Analytics, a tool that uncovers business insights and identifies opportunities with a comprehensive view of clients’ held away assets. They can also use Advisor Branded Marketing, a digital marketing toolkit with custom-branded content—such as email campaigns, videos and newsletters—that attracts, converts and retains clients.
“We’re excited to provide IFP’s network of advisors with valuable technology tools that enhance both the advisor and the client experience,” said Stephen Langlois, Head of Business Development at eMoney. “Our goal is to enable planning-led advisors to grow their businesses and strengthen client relationships, and we look forward to hearing about IFP’s success doing so.”