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.
Beginning in November, Western launched their integrated client portal and financial planning tools, which will be powered by eMoney’s industry-leading wealth management technology. More than 400 advisors affiliated with Western will offer direct access to trading and account level details with easy access, single sign-on coupled with a constantly improving client experience.
eMoney’s industry-leading client portal offers the clients of Western advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.
“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” said Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Western’s advisors will find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”
Western International Securities, Inc. (WIS) provides an independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service. Headquartered in Pasadena, California, Western is recognized as a unique independent broker dealer in the industry, offering an independent experience with no proprietary products. The firm supports more than 400 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. For more information about Western, please visit http://www.joinwestern.com or wisdirect.com.