eMoney 360 provides advisors with the web technology to attract new clients, increase product sales, and deliver exceptional service. Client data aggregation, needs-based analysis, online document storage, and marketing communication tools - all in one platform, all for one price.
Increase Your Product Sales...
- Connect client assets, even those you don’t manage, into a Personal Client Website for increased visibility and advisor/client collaboration
- Present your analysis of the client’s current situation using customized and compelling presentations
- Sell product solutions to satisfy your client’s identified needs and establish alerts to monitor their ongoing progress at reaching financial objectives