Drive More Revenue through the Lincoln Investment + eMoney Partnership
Helping build trust and strengthen relationships in today's competitive landscape by embracing the industry's leading wealth management platform.
eMoney's Suite of Wealth Management Solutions
BASE
An intuitive, streamlined solution for advisors looking to build planning-led relationships and deliver more plans to more clients.
PLUS
An intuitive, streamlined solution for advisors looking to build planning-led relationships and deliver more plans to more clients.
PREMIER
A fully integrated planning solution that enables planning for all clients, regardless of financial situation.
Features (included with packages)
- Advisor Dashboard
- Digital Advice Platform
- Mobile Web App
- Reports
- Client Portal
- Digital Lead Capture
- Award Winning Customer Support
- Digital Document Storage
- Screen Sharing
- Alerts & Alarms
- Account Aggregation
- Integrations
- Data Security
Bamboo is eMoney's digital marketing solution designed to empower advisors with everything they need to reach and engage clients digitally and grow their business – all within the eMoney platform.
- Custom-branded content campaigns for generating leads
- Library of 2500+ articles, emails, newsletters, infographics, and more
- Easy navigation and integrated with the eMoney dashboard
- High-impact videos
- Onboarding materials
- Easy sharing to social media with suggested social posts
- Email analytics for tracking and monitoring engagement
All the digital resources you need for a complete marketing toolkit.
CONTACT INFORMATION
If you have any questions please contact the eMoney team at 888-362-4612 or email AdvisorSales@emoneyadvisor.com.