Edmond Walters Founder and CEO eMoney Advisor, LLC
Welcome to the Spring 2007 Edition of eMoney’s AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
A leading provider of comprehensive wealth and goal planning solutions for financial advisors, today introduced eMoney 360, its latest wealth management solution. eMoney 360 provides financial advocates serving the mass affluent with ...
eMoney's Client Site went mobile in May 2007, delivering its highly sophisticated wealth management and goal planning system on wireless devices. Your clients can now view all their pertinent financial account information on their ...
Unparalleled Flexibility In 5.0 — by Susan Black, MBA, Director of Financial Planning
eMoney prides itself in being a company built by advisors for advisors. After listening to your feedback and suggestions regarding Goal Planning and how to keep you competitive in the marketplace we are delighted ...
A Whole New Breed Of Retirement — by Jon Wagner, Chief Architect
Over the past year we've worked with a number of our users in preparation for the release of Version 5.0 of our system. This latest version of eMoney's system introduce some powerful new modules and reports. The standalone ...
You're using eMoney's system and already discovered its benefits, but finding the time and resources to input data into the system can be challenging. Enter eMoney's new Profesional Service Group (PSG) ...
Curtis began working with eMoney Advisor in 2001 to automate his financial planning practice. The sophistication of the services he can now provide with the eMoney system has helped him not only ...
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