Research, Education & Marketing

Research and Education

Preparation is key when it comes to presenting to a client. With the research and education tools available through Founders EMS, you’ll be able to quickly access client information. The EMS Partners chosen provide a wealth of resources.

Morningstar Advisor Workstation (AWS) : Provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar CMS integrates with:

  • eMoney (Client Management)
  • NetX360 (Client Management)

Marketing

The Founders EMS offers a variety of technologies that can assist you, compliantly, in your enterprises marketing efforts to your existing clients. Additionally, these technologies can help you position yourself most effectively to prospective clients or those exploring your service offering.

  • eMoney : Provides celebrity narrated videos in HD which you can customize to your brand and incorporate into your website or use them to kick-off your next client seminar.
  • Forefield Advisor : Provides research and education library of client-ready materials that allow you to efficiently and accurately answer your client’s questions.

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