What are the unique benefits of eMoney’s 360 Pro?
eMoney’s software solutions allow advisors to maximize the potential of each client – from both a service and revenue standpoint. eMoney 360 Pro gives advisors the tools needed to proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date, and monitoring significant changes in their client’s portfolio. The interactivity of the platform allows the advisor to build the financial plan together with the client, providing immediate results and, therefore, shortening the sales cycle.
