Drive More Revenue through the SPS Family + eMoney Partnership
Build trust, strengthen relationships, and succeed in today's competitive landscape by embracing the industry's leading wealth management platform.
eMoney's Suite of Wealth Management Solutions
Base Package
Quickly build and compare multiple options for achieving goals.
An intuitive, streamlined solution for advisors looking to building planning-led relationships and deliver more plans to more clients.
Advanced Planning Package
Easily present and compare various estate planning techniques.
An all-in-one, comprehensive wealth-management solution, with the industry’s most robust interactive and advanced planning capabilities.
Features (included with both 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 about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com