eMoney 360 focuses on a series of needs-based financial analyses that drive product opportunities. Easily create independent and effective presentations to demonstrate client needs and cultivate product opportunities. This dynamic tool will help you and your clients set financial goals and monitor progress towards goals allowing you to become your client's primary financial advocate.
At eMoney 360’s core are 13 standalone modules which can be utilized individually or bundled together. eMoney 360 provides ready made customizable presentations
you can use to analyze specific aspects of your client’s well-being. No need to complete a comprehensive fact finder – each Needs Analysis Tool requires only the client data necessary to complete the analysis. Easily alter the variables in the presentation to determine the outcome of your analysis before creating the final presentation. Save multiple scenarios in the Vault to present to clients.
Client Sites
continuous advisor
visibility with clients
Express Data Entry
do more in less time
Vault
online storage for
valuable client documents
Financial Connections
financial assets linked
and updated daily
