eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation, advanced planning, online document storage, and marketing communication tools - all in one platform, all for one price.
Easily create comprehensive plans that are up-to-date and delivered via a Personal Client Website.
Increase Your Fee Revenue...
- Connect client assets, even those you don’t manage, into a Personal Client Website for increased visibility and advisor/client collaboration
- Plan for the client’s short and long-term financial goals with Advanced Planning - offering unlimited scenario planning and over 200 high-impact reports for comparative analysis – Organizational Manager, Investment Planning and more
- Present your advice and product recommendations with compelling client presentations that illustrate the impact of your proposal