Technology

Technology tools to help us better serve our clients

We provide a full suite of integrated business tools and technology to support you and improve your financial experience.

Asset-Map

Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally. Visualize all the financial elements of a household on a single page/browser. Receive simple, powerful needs-based analysis within minutes, so you can see whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement. Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.

Riskalyze

Many investors want more information than they typically receive. They want to know what a financial professional does, how their lives are going to be changed, and what they need to do. This is the opportunity they would get working with an Equitable Advisors financial professional. With the volatility of markets, regulatory changes, and rising concerns about retirement, we employ a Risk First Approach to illustrate opportunities for you. Risk First sets us apart from the rest as a holistic and tactical approach to managing the right amount of risk.

Microsoft Teams

Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.

eMoney

eMoney's market-leading, best-in-class financial planning solutions enable you to build trusted plans, operate efficiently, and scale your business. As a market-leading provider of financial planning solutions, eMoney delivers technology that helps you keep pace with your clients’ growth with a planning platform that can be as simple or complex as needed.