With Your Clients
eMoney Mobile provides your clients with access to important financial account information right on their iPhone, Blackberry and other popular mobile devices.
(Side note: eMoney Mobile and eMoney Mobile for iPhone are two separate applications)
The Vault helps
"The Vault is your greatest retention tool," explains Edmond Walters, CEO and Founder of eMoney Advisor. Store digital copies of your clients' important
documents like policies, wills, deeds, passports,
contracts and more.
ePub for Advisors
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