Enhancing Financial Planning with eMoney Advisor's Comprehensive Support

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Products-eMoney Advisor

Enhancing Financial Planning with eMoney Advisor's Comprehensive Support

Education and Practice Management

eMoney Advisor offers more than just a financial planning solution; it provides comprehensive support that extends beyond the platform. The Financial Planning Group comprises planning experts, many of whom are CFP® professionals, blending practical experience and advanced education to assist users effectively. These experts offer solutions both within and outside the technology offerings to address the evolving requirements of financial advisors and their clients. By leveraging their expertise, users can navigate complex scenarios and enhance their practice management strategies.

Onboarding and Training

The training team at eMoney Advisor is dedicated to ensuring the success of users by providing personalized coaching during the onboarding process. They conduct virtual training sessions to equip users with the knowledge and skills needed to optimize their practice using the eMoney platform. Through this support, users can build confidence in utilizing the platform's capabilities to their full potential, enhancing their overall efficiency and effectiveness.

Client Support

eMoney Advisor understands the significance of providing timely and effective client support. Their experts are available Monday through Friday, from 8:00 a.m. to 8:00 p.m. ET, to address any queries or concerns users may have while working within the platform. By offering support through preferred channels, eMoney ensures that users receive the assistance they need to leverage the platform's features efficiently and deliver exceptional service to their clients.

Data Migration Services

The Data Migration Services Team at eMoney Advisor consists of highly skilled specialists who offer valuable data input and migration services. These services are designed to save users time and streamline the process of transferring crucial information onto the platform. By entrusting data migration to experts, financial advisors can focus on nurturing client relationships and growing their business without the burden of manual data entry tasks.

Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDC

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

Welcome to Knowledge Base!

KB at your finger tips

Products-eMoney Advisor