eMoney Advisor’s Post

In today’s Tech Driven Financial Management video I’m talking about LPL's AccountView for clients! This tool has been an invaluable asset, providing me with quick and easy access to my clients' investments as well as a quick look for clients to check on their portfolios as well. I appreciate that LPL is constantly striving to improve upon this already-great platform each year. Thank you, LPL Financial for helping me better serve my clients! #investing #financialplanning #financialwellness

💡 Don't forget to join us on June 11 for the breakout session at the EP Wealth Advisors conference with Brandon Heid, CFP®, to discover the latest product updates from eMoney and get a sneak peek into our vision for 2024. Session times: 11:15 am, 1:40 pm, and 2:40 pm PST. 👇🏽 Plus, check out this case study on how EP Wealth uses eMoney to implement and maintain financial plans, driving their growth and setting them apart. #financialplanning #financialplanningsoftware

Bredec Group BredecInnovation VexusTrade Embarks on a Trailblazing Journey in Financial Management | Cryptopolitan: By embracing innovative methodologies, VexusTrade ensures that its clients navigate the complexities of the modern financial landscape with confidence ... inquiry@bredec.com Inquiry@bredec.com

ICYMI: Bredec Group BredecInnovation VexusTrade Embarks on a Trailblazing Journey in Financial Management | Cryptopolitan: By embracing innovative methodologies, VexusTrade ensures that its clients navigate the complexities of the modern financial landscape with confidence ... inquiry@bredec.com Inquiry@bredec.com

Elevate your financial management with Fintable's lifetime deal. Enjoy advanced analytics, customizable reports, and secure data integration—all for a one-time payment. Act now and revolutionize your financial strategy! 👉 https://lnkd.in/dc4k4vw6 #Finance #Investment

Chart your path to financial independence with #IBKR’s PortfolioAnalyst! Consolidate all your financial accounts, track their performance, and analyze your portfolio’s activity from one powerful dashboard. Whether you're just starting or an experienced #investor, PortfolioAnalyst provides the clarity you need for informed decision-making. Learn more about PortfolioAnalyst at https://spr.ly/pali

Chart your path to financial independence with #IBKR’s PortfolioAnalyst! Consolidate all your financial accounts, track their performance, and analyze your portfolio’s activity from one powerful dashboard. Whether you're just starting or an experienced #investor, PortfolioAnalyst provides the clarity you need for informed decision-making. Learn more about PortfolioAnalyst at https://spr.ly/pali

Gain insights from Brooke Lively’s 'Exit on Top'—focusing on critical financial strategies for business owners planning to exit. You can grab your copy here. https://ow.ly/QLtm50RPkWP #ExitonTop #FractionalCFO #Cathcap

🎯 Doyenne Wealth Advisors uses an IQ + EQ approach to financial planning by combining financial intelligence with emotional intelligence—allowing their advisors to guide clients' lives with care and expertise. 👇🏽 Learn how the eMoney Decision Center and Advanced Planning features help advisors chart clients' journeys. #eMoneyAdvisor #financialplanning #fintech #casestudy

In the tenth class of eMoney Masterclass 103, our CEO Greg Furer reviews how to input recommended asset allocations and how to classify assets in your client's financial plan. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://lnkd.in/diFRJT4e #eMoneytipoftheweek #financialplanning #emoney #beratungadvisors #datainput Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.