Work Smarter, Not Harder - eMoneyblog.emoneyadvisor.com/.../03/IntegrationsWebinar... · Improve...
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FEATURING Work Smarter, Not Harder
Transcript of Work Smarter, Not Harder - eMoneyblog.emoneyadvisor.com/.../03/IntegrationsWebinar... · Improve...
F E A T U R I N G
Work Smarter, Not Harder
• eMoney Advisor
– Kyle Wharton: Head of Business Development
– Alex Rines: Integrations Developer
– Rebecca Mopper: Business Analyst
• Redtail
– David Mehlhorn: Director of Sales
Speakers
• Our Story: Why eMoney and Redtail
• Get Started: Accessing the Integration in emX
• Product Overview:
– emX
– Redtail CRM
• How it Helps: Why this Integration Benefits You
Agenda
Our Story
Why eMoney and Redtail
• Who We Work With:
– 25,000+ eMoney users
• Similar Goals:
– Simplify an advisor’s day-to-day operations
– What used to take hours now takes minutes
Product Overview
Redtail CRM Features
Access anywhere, anytime
Eliminate guesswork
• Automated reminders
Designed solely for advisors
Simplify your processes
• Automated processes
Product Overview
Redtail
About eMoney
At-A-Glance
Who We Are:
• Founded: 2000
• CEO: Edmond Walters
• Corporate HQ: Conshohocken, PA
• Aggregated Assets on System: $1.4T
• Employees: 270
• Clients: 25,000+ Top Financial
Professionals
Who We Work With:
What We Do: We build the leading wealth-planning software for financial professionals.
In December 2014 eMoney released emX, the completely reengineered version of our
award-wining technology platform.
Product Overview
emX: It’s a Better Way of Doing Business
Strengthen Relationships • Help your clients organize their financial lives
with their own digital PFM
• Keep them connected not only to their finances,
but also to you
Improve Your Workflow • A more intuitive interface
• Tools to improve efficiency
• emX streamlines your operations so you work
smarter, not harder
Grow Your Business • Leading-edge technology that, combined with
your expertise, differentiates you from your
competition
• Positions you for future success and allows
you to lead the life—and leave the legacy—
you envision
Product Overview
emX: It’s a Better Way of Doing Business
New Financial Planning Tools • Planning tools to support your clients’
planning needs throughout their entire
life cycle
• From goal-based planning to complex
estate and retirement income planning
considerations
Fully-Integrated Platform • Create a fully-integrated operating
platform
• Featuring direct and seamless
access to many of the industry’s
top financial applications
Powerful Business Analytics • More insight into your book of
business than ever before
• In-depth analytics to help you
identify opportunities and make
sense of your business
How it Helps
Why This Integration Benefits You
Learn More
• Clients:
• If you’re interested in learning how eMoney and
Redtail can help your firm:
Redtail Visit: www.redtailtechnology.com Call: + 1 800 206-5030 Email: [email protected]
eMoney Advisor Call: + 1 888 362-8482 Email: [email protected]
Redtail Call: + 1 800 206-5030 opt. 2 Email: [email protected]
eMoney Advisor Visit: www.emoneyadvisor.com Call: + 1 888 362-4612 Email: [email protected]
