eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Home Office Package, a rapid deployment solution designed to help mid- to- large-sized firms increase revenue from financial planning while improving home office visibility and oversight.
The Home Office Package enables firms to:
- Enhance value for clients by making eMoney available to all financial planners affiliated with or employed by the firm
- Increase adoption of holistic financial planning and generate more revenue
- Better support the home office and administrative teams
- Mitigate risks by increasing visibility and oversight controls
- Onboard faster than using a typical enterprise implementation
“Events in recent years have created a market environment that has high performing advisors seeking new firm affiliations and enterprises moving to reduce the financial burden created by mandating technology. The Home Office Package enables firms to offer advisors freedom to choose the planning tools they’re most comfortable and successful with, while not sacrificing the need for oversight at the home office level,” said Osric Grant, VP, Enterprise Sales at eMoney.
The Home Office Package delivers strategic value to firms on day one with access to eMoney’s suite of administrative solutions, complemented by dedicated home office onboarding, a strategic growth and development program designed to help firms scale planning, and the award-winning service and support that eMoney is known for.
“As we continue to evolve eMoney’s offerings to accommodate firms of all sizes, we are uniquely positioned to deliver value through financial planning and technology to both advisors and the home offices they’re affiliated with,” Grant said. “By delivering strategic solutions that enable the financial planning process, we can expand access to holistic financial planning while positioning firms to better meet the demands of advisors and their clients.”
For more information, visit: emoneyadvisor.com/solutions/for-enterprise/.
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.