16d • 💻 AdvisorTech
Date input with e-money
Just joined an RIA from the Bank B/D world. He uses e-money for the planning software and I am wondering if Zocks or something like that can take uploaded client statements and input it into the software to save a ton of time. Through e-money you have to pay for it to be done manually currently... I think that we will explore other FP options in the future as we run more of a buckets approach and e-money isn't great at that but it can be tweaked. Right now I am trying to see how to maximize what we have with small tweaks and then make bigger tech stack changes when we start seeing larger inflows of new clients.
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Date input with e-money
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