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"With new clients, we put all of their outside brokerage accounts in the system. That gives us the opportunity to explain options and how to transition the money, along with providing recommendations for moving their assets over to us. It makes it easy because it’s all right there.”
“We are always trying to drive more adoption of eMoney. It’s exciting to be able to show these kinds of numbers to our team and say, ‘Look, our best advisors are using eMoney, and they are growing their business the most that’s not a coincidence.’”
RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …
Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company …
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