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emX & YOUR OFFICE With Melinda!

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emX & YOUR OFFICE

With Melinda!

What is your office dynamic?

Page 3: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

eMoney Licenses

• Advisor

• Planner

• Assistant

Page 5: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Sharing Rules

Page 6: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Alerts

Page 7: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Tasks

Page 8: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Financial Feed

Page 9: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Current Integrations

Page 10: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Page 11: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Keep it consistent!

• Rebrand eMoney • Re-name

• Update your corporate Website and associated

social media

• Marketing – get your name out there!

Page 12: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Ranger Wealth

Page 13: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Bauer Captain and Johnson

Page 14: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

M3 Advisory Group

Page 15: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

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