Empowering Financial Planning Excellence with eMoney Enterprise Solutions

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Empowering Financial Planning Excellence with eMoney Enterprise Solutions

Transforming Financial Planning with eMoney Enterprise Solutions

eMoney Enterprise offers a comprehensive suite of solutions designed to elevate your business to new heights. By leveraging Enterprise solutions, you can scale holistic financial planning, harness the power of data across your organization, and deliver unparalleled technology experiences. These tools empower your advisors and clients, creating personalized experiences that drive business growth.

Benefits of eMoney Enterprise Solutions

Using eMoney Enterprise, 80% of users have reported increased ability to attract new clients through interactive and engaging experiences. Additionally, 92% of users have seen improvements in business efficiency by efficiently building plans, saving valuable time, money, and resources. The software offers APIs for a highly configurable solution that enables seamless integration, synchronizing data between eMoney and other platforms for streamlined workflows and enhanced productivity.

Maximizing Business Growth with eMoney Enterprise

Partnering with eMoney, a seasoned leader in enterprise financial planning software, ensures access to expertise in scaling tech solutions for organizations of all sizes. With over 20 years of experience, eMoney has a proven track record of delivering positive ROI, with 83% of users experiencing this within a year. The platform has also contributed to an 80% increase in AUM for clients since adoption, highlighting its ability to drive business growth and success.

Enhancing Financial Data Visibility and Productivity

With eMoney aggregation, users can obtain a comprehensive view of financial data either within the eMoney platform or as a standalone solution. This feature allows for the identification of opportunities to increase AUM by accessing assets held away, providing accurate and timely insights to personalize plans and expand the share of wallet. Moreover, eMoney's stable connections and efficient service resolution help maximize productivity, ensuring a seamless user experience.

Comprehensive Services and Support

eMoney's Enterprise offering includes robust services and support to assist users in optimizing their financial planning capabilities. From onboarding and training with eMoney experts to client support available during business hours, users have access to the necessary resources to maximize the platform's potential. Professional services such as data entry, plan development, and consultative services are also available when needed, ensuring a comprehensive support system for users.

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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.

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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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