You’re using eMoney’s system and already discovered its benefits, but finding the time and resources to input data into the system can be challenging. Enter eMoney’s new Professional Services Group (PSG) whose mission it is to save you time and help you focus on the big picture.
PSG can help you with all the administrative tasks involved in setting up clients on the system including case entry, scanning documents for the Vault and setting up a client’s Personal Financial Home Page. While the team at eMoney is entering client data in a secure, paperless work environment you can focus on building your business and selling your services utilizing your wealth management tool.
You can use PSG’s services as much or as little as you wish. Some advisors use the system to get their first client set up, others use it to input 50 clients at a time. Ted Walters who leads the Professional Services Group, says it was established to fill a real market need. “Our advisors were telling us what they needed most was time with their clients and time to increase their book of business. The Professional Services Group gives time back to advisors by handling the administration part of client maintenance allowing advisors to do what they do best.”
Watch a presentation on the Professional Services Group or contact psg@emoneyadvisor.com
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Want To Outsource The System's Admin Tasks? -