BizEquity

World leading provider of cloud based business valuations BizEquity announces new ‘smarter prospecting’ feature for wealth and insurance advisors. 

BizEquity, the world’s leading online provider of private business valuations and performance big data, today presents its new ‘Smarter Prospecting’ feature to be offered in its Advisor Office platform and online service, providing key business contact details to enable advisors to instantly engage prospects.

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

New offering for wealth and insurance advisors enables them to private-label BizEquity’s patented product to enable better prospecting, enhanced client service, and compete more effectively with ‘robo-advisors’