Drive More Revenue through the VOYA + 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
EMX
Price: $200 Per Month
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.
EMX Pro
Price: $266 Per Month
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
IIf you have any questions please contact the eMoney team at 888-362-4612 or email AdvisorSales@emoneyadvisor.com.