@Annika Hansen @Andrew Ladwig any insights on this?

THANK YOU @Joe Moss 👀 @Katherine Beltran @Aly Barnes

@Emily Jaffe you should talk to @Joe Moss about Advyzon. He has wonderful things to say about the system!!

@Chris Gure Welcome!! You should tallk to @Amy Kizer for your hiring needs! She a talent sourcing wizard!

Lots of Advisors us eMoney for Client Onboarding: Pros: - Secure data gathering: Clients can input financial info (accounts, assets, liabilities) directly into the Vault or Fact Finder - Fewer data entry bottlenecks: Cuts down on back-and-forth emails and gives clients one place to centralize documents - Sets the stage for planning: Helps visually reinforce that financial planning is a process, not a one-off - "Integrates" with CRM Common Challenges: - Client overwhelm: Without guidance, many clients don’t know where to start or skip sections entirely - Clunky UX: The portal isn’t as intuitive or “modern” as some other tools (especially for less tech-savvy clients) - Advisor-side friction: Some firms find the admin side of managing the Fact Finder overly manual or time-consuming Best Practices for implementation: - Pair eMoney with a clear onboarding checklist and email templates/Loom video that guide clients step-by-step - Use screenshare walkthroughs early on to ensure familiarity and improve buy in

Here is what I have seen people use: 1. Jotform or Typeform 2. Calendly or GReminders 3. Eventbrite (for larger events) How to Tie It All Together - Zapier is the key for custom workflows. You can trigger actions like: - Create a dedicated campaign or tag strategy in Wealthbox so your team can filter, follow up, and track engagement over time.