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Are you a financial planner seeking an opportunity to grow your practice while removing the day to day operational needs of being a business owner? By providing technology and operational resources, planners can focus on growing and managing a planning practice. Resources available to our planners include:
- Redtail Technology
- Virtual Office
We welcome the opportunity to discuss your needs and how we can support your planning practice.
Ready to stretch beyond the AUM model and grow your business through Fee-For-Service offerings to your financial planning clients? Advicepay provides you with the flexible billing options you need to monetize your financial planning advice.
eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
Financial Planning Checklists and Flowcharts to help you quickly and easily solve the most common planning situations asked by your clients. By integrating client responses into the firm’s CRM, you can easily begin the fact gathering process while engaging your clients in the planning process.