January 8th, 2020 · 1 min read
Financial planning is crucial to overall wealth management. High-net-worth investors with financial plans saw their grow 110% more than those without one, says one industry source. Another says 72% of investors under age 40 are willing to pay for advice.
eMoney Advisors empowers financial advisors with a comprehensive and scalable technology to meet a broad range of planning needs as well as develop deeper conversations with current and future clients.
eMoney comes in three “sizes,” or packages, designed for the type of planning you offerand to extend your client engagements. eMoney Plus enables access to the platform, advanced analytics and foundational planning; eMoney Pro allows for advanced analytics and planning; and eMoney Premier is a fully integrated solution to match the needs of all client types.
Chalice members get 20% off eMoney’s Plus, Pro and Premier packages.