At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.
Herein, what is E Money software?
eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement.
In this manner, does AssetMark have an app?
AssetMark – Tell your story anytime, anywhere with our Advisor iPad App. The AssetMark Advisor App makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships with existing ones, whenever and wherever you meet.
How much does an e-money license cost?
E–money Licence cost
The application fee for the small (e–money) electronic money institution is £1,000. The application fee for the authorised electronic money institution is £5,000. The fee is paid when you submit your license application online.
How much is eMoney monthly?
As we just discussed, MoneyGuidePro cost about $100 a month while eMoney Advisor is over $300 a month. Now, they’re both financial planning software packages, and they’re both very capable.
How do you use e-money?
You either:
- Pay money into your e-money account using a payment card. When you shop online the money is deducted from your balance – or if you’re selling things, it’s added to your balance, or.
- Link your e-money account to your payment card. There’s no actual money in your account.
What is meant by e-money?
Electronic money (e–money) is broadly defined as an electronic store of monetary value on a technical device that may be widely used for making payments to entities other than the e–money issuer. The device acts as a prepaid bearer instrument which does not necessarily involve bank accounts in transactions.
Is AssetMark a broker dealer?
AssetMark Brokerage, LLC AssetMark Brokerage, LLC (“AssetMark Brokerage”) is a broker–dealer registered with the SEC and is a member of FINRA.
Who does Asset clear through?
Controls and Oversight of AssetMark Platform All assets on the AssetMark Platform are held through an independent third-party custodian (Pershing, TDA, Fidelity or Schwab) or at AssetMark Trust.
Is AssetMark a brokerage firm?
Assetmark Inc. is a fee-based financial advisor firm headquartered in Concord, California. … Therefore, the firm has a unique opportunity to work with clients, financial advisors and broker-dealers all at once.