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Products-eMoney Advisor

Comprehensive Privacy Policy of eMoney Advisor, LLC

Our Commitment to Privacy

eMoney Advisor, LLC is dedicated to safeguarding the privacy of all personal information entrusted to us. Our commitment goes beyond mere legal compliance; it is about upholding trust and ensuring the security of the data you entrust to us. We have formulated comprehensive Privacy Policies that outline the collection, usage, and options regarding your personal information. At eMoney, we prioritize doing the right thing and fulfilling our mission of assisting clients in achieving financial security.

Guiding Data Privacy Principles

eMoney upholds specific data privacy principles to demonstrate our responsible management of personal information. We focus predominantly on business-to-business (B2B) data, ensuring that our data collection and processing are relevant and essential for achieving our business goals. Our products and services leverage data analytics to uncover connections and market advantages in high-level business data. Transparency is critical to us, and we provide clear explanations on how we collect, share, disclose, and use personal information. By aligning with our values of excellence and integrity, we prioritize privacy compliance and adhere to evolving global privacy regulations.

Key Components of the Privacy Policy

eMoney Advisor, LLC’s Privacy Policy entails various vital sections to address different aspects of data privacy. From defining terms like Advisors, Customers, and User to explaining aggregate information and personal data, the policy aims to ensure clarity and understanding for all stakeholders. The Policy covers the collection of personal information related to financial products and services for personal, family, or household purposes. Users are guided on communication preferences, region-specific disclosures, and the impact on children’s privacy. Additionally, the Policy outlines the disclosure of personal information, changes to the Policy, and ways to contact eMoney for further inquiries.

eMoney's Innovative Technologies

As a prominent financial services technology company, eMoney provides cutting-edge financial planning software, aggregation services, and technical solutions to clients. Our innovative technologies empower clients to address a wide spectrum of customer needs effectively. Through our comprehensive and scalable solutions, we enable clients to deliver personalized and efficient financial services to their customers. By leveraging our technology, clients can enhance their financial planning capabilities and provide superior services to their stakeholders.

Ensuring User Rights and Choices

eMoney's Privacy Policy emphasizes the importance of user rights and choices regarding personal information. Users are informed about their rights and options concerning their data, enabling them to make informed decisions. The Policy highlights how users can reach out to eMoney to seek clarification or address any concerns related to their personal information. By understanding and respecting user privacy rights, eMoney strives to create a trustworthy and secure environment for all stakeholders.

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Unlocking Financial Planning Success with eMoney Plus

Efficient Financial Planning

eMoney Plus offers an intuitive and streamlined financial planning solution that enables advisors to build simple yet effective financial plans in minutes. By leveraging key data inputs and the user-friendly design of the goals-based planning tool, advisors can efficiently create customized plans tailored to each client's specific financial goals and needs.

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Empowering Financial Advisors and Clients with eMoney's Comprehensive Planning Solutions

Introduction to Beyond Your Hammock

Beyond Your Hammock, a fee-only financial planning and investment management firm based in Boston, MA, saw a remarkable 6x growth in Assets Under Management (AUM) in just four years, thanks to leveraging eMoney's innovative solutions. Eric Roberge, the firm's founder, aimed to provide a holistic approach to financial planning, catering to busy professionals by addressing current cash flow concerns, setting realistic goals, and fostering responsible investment behaviors for the future.

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Comprehensive California Applicant Privacy Disclosures by eMoney Advisor

Collection and Use of Applicant Personal Information

eMoney Advisor, LLC. and its affiliates provide detailed California Applicant Privacy Disclosures to inform California residents applying for roles at the company about their practices regarding the collection, use, sharing, and retention of personal information through the job application process. The company ensures compliance with state, federal labor, employment, and equal employment opportunity laws while handling Applicant Personal Information. This information includes personal identifiers, information described in Section 1798.80, characteristics of protected classifications, internet activity, geolocation data, sensory information, professional or employment-related information, non-public education information, inferences drawn from the collected data, and sensitive personal information such as national identification numbers and medical conditions. The data is used for various purposes including maintaining application records, communicating with applicants, confirming eligibility and qualifications, conducting background checks, and complying with laws and regulations.

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Empowering Financial Advisors with eMoney Advisor Solutions

Embracing Collaboration with eMoney

eMoney Advisor provides cutting-edge solutions that empower financial advisors to collaborate effectively with their clients and teams. By leveraging eMoney's advanced technology and tools, advisors can streamline their workflows and enhance client engagement. The platform allows advisors to create comprehensive financial plans, conduct real-time scenario analysis, and track progress towards financial goals. With eMoney, advisors can cultivate strong relationships with clients by providing personalized and data-driven financial advice.

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Enhancing Financial Planning and Revenue Growth with eMoney Advisor

Robust Financial Planning Support

Vincere Wealth, a fee-only financial planning firm, was able to leverage the robust planning capabilities of eMoney to provide holistic financial planning solutions to clients. By switching to eMoney in 2019, the firm saw significant success in conducting intricate planning that was not possible with their previous software. The advisors at Vincere appreciate how granular their analyses can get using eMoney, allowing them to provide detailed and comprehensive financial plans to their clients.

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