eMoney Advisor’s innovative web solutions are being used by the nation’s leading advisors to triple their product sales, generate 3x more revenue and gain 3 new referrals for every client.
eMoney offers data aggregation, needs based and advanced planning, online document storage, client web and mobile access capabilities, and a marketing communication tool – all in one platform.
eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 70 of the nation’s most successful broker/dealers and many of the nation’s leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities, and win the confidence and loyalty of the clients they serve.
Specialties
Wealth management, financial planning, client management, advisor marketing
New hires at eMoney Advisor
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Territory Sales Manager
Came from...
Western & Southern Financial Group, Regional Vice President
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Account Executive
Came from...
First Investors Corporation, Registered Representative
