eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools. Advisors ‘need to be more digitally inclined,’ not just in planning but in marketing, says eMoney exec EMoney debuted a virtual simulation at the Technology Tools for Today conference in Garden Grove, California, on Wednesday that helps advisors explain to clients how they will interact with them and the eMoney platform throughout the planning process. Complete your profile to continue reading and get FREE access to ThinkAdvisor.com, part of your ALM digital membership. Your access to unlimited ThinkAdvisor.com content isn’t changing. Access to other award-winning ALM publications including LifeHealthPro.com, GlobeSt.com and Law.com. It is currently being piloted at 14 advisory firms in more than 290,000 accounts. It will provide clients and their advisors with time-weighted and money-weighted rates of return for accounts and households. Users can view the data on any device in an interactive format, according to the release. Your access to unlimited ThinkAdvisor.com content isn’t changing. Access to other award-winning ALM publications including LifeHealthPro.com, GlobeSt.com and Law.com.
Advisors ‘need to be more digitally inclined,’ not just in planning but in marketing, says eMoney exec
EMoney debuted a virtual simulation at the Technology Tools for Today conference in Garden Grove, California, on Wednesday that helps advisors explain to clients how they will interact with them and the eMoney platform throughout the planning process. In the simulation, users can take a “virtual tour through the inner workings” of either the client side or the advisor side of the eMoney system, according to Kelly Waltrich, senior vice president of marketing for eMoney.
“We thought it was a fun and innovative way for advisors to show their clients the interactive experience that they’ll get working with them,” Waltrich told ThinkAdvisor in a phone interview on Wednesday.
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