INTRODUCING
eMoney's New Home Office Solution
We hear you—the needs of today's firms and enterprises are changing—and eMoney now has multiple options to meet those needs.
In today's volatile market many firms are looking for alternatives to large enterprise contracts, and in some cases, a different mix of features and functionality outside of financial planning.
Our new package for home offices can help your financial planning team expand planning to scale, while giving your operational team the tools they need to effectively manage the activities and growth generated from your planning expansion efforts. All without forcing your firm into bulk planning subscriptions.
The Right Solution for Your Firm
BECOME PLANNING-LED WITHOUT THE ENTERPRISE PRICE TAG
The Home Office Package is structured to help you maintain oversight, monitor compliance, and manage users. This package was designed to make eMoney available to your advisors who want to use it—without locking you, the home office, into more than what your firm needs today. From there, eMoney's team of experts will work with your advisors to help them adopt planning to grow their business.
For firms who aspire to be planning-led and need oversight and administration of advisors. This package includes:
- Advisor Assurance
- Advanced Analytics
- Home Office Support
- Home Office Training
- Strategic Growth & Development Program