Starting your own advisory business has many challenges. Your financial planning software shouldn't be one of them.
The emergence of sophisticated financial technology is encouraging many advisors to leave wirehouses and broker/dealers. RIAs and other breakaway advisors need to consider how technology can support their businesses and engage their clients.
"Using eMoney was probably the best decision we ever made. There's really no other options in terms of going to a different level of planning."
- Michael Henley, CFP®, CPWA®, CRPC®
Brandywine Oak Private Wealth
Download The Breakaway Advisor's Guide to discover how eMoney can:
- Integrate seamlessly with your evolving tech stack
- Offer your customers an easy-to-use portal
- Help you recruit and retain advisors to your practice
- Get the most from your investment in eMoney with award-winning training and support