Technology that works the way you do
Our integrated platform helps you manage, grow and collaborate without complexity.
Your clients expect thoughtful guidance delivered when and how it works for them. That’s why we continue to invest in a fully integrated tech stack—so you can move from insight to action without extra steps.
At the center is your unified desktop, combining your client contact tools with advanced planning capabilities, all connected to workflows, client review tools, and an AI assistant that simplifies your day and keeps your focus where it belongs: on your clients and your practice.
Associate Testimonial
MoneyGuide is such a robust tool. Once you get your clients data, needs and goals into the system, you can quickly show them the impacts of various scenarios. Clients think it’s fun to go through this and find it easier to make decisions based on the inputs they provided. This tool has really enhanced my relationship with my clients.
Ed Holt
Principal and Financial Advisor – St Louis, MO
I have a full suite of planning tools that allow me to help the client focus on their financial goals and what is most important to them.
Alyssa Jennings
Financial Advisor – Overland Park, KS
There’s a lot of transparency and a lot of information available online for our clients. At the click of a button, my clients can see their annualized returns.
Krishna Kumar
Financial Advisor – Wilmette, IL
Manage:
Stay organized, informed, and in control
Managing an established practice requires clarity across clients, portfolios, and priorities. Our Salesforce + MoneyGuide Elite integration gives you a complete view of each relationship in one place.
- Digital Annual Review: Clients update goals and risk before meetings, saving time.
- Executive Summaries and planning workflows help keep you and your clients on track.
- Remote access, e‑signatures, and secure document exchange keep work moving anywhere.
MoneyGuide
MoneyGuide is an interactive planning tool to use with clients when discussing their financial journey and what is most important to them. This goals-based advice approach allows you to engage with your clients on a personal level, as it prompts conversation and helps build a client’s investing strategy. With its “always on” discovery mechanism, it routinely helps clients prioritize and visually reassess their investing choices based on their changing needs.
Salesforce
As our Client Relationship Management (CRM) platform, Salesforce enables our commitment to our clients to stay current on their investing needs and ambitions. It allows our financial advisors to keep client relationships and daily activities organized in one central hub.
- Start Your Day – insights highlighting client-level opportunities for your appointments occurring that day, with established practices on how to best conduct those conversations. Plus, relevant trending news and market insights.
- Guided Next Steps – AI surfacing and recommending pertinent details for each task on your action plan to efficiently and dynamically drive positive business outcomes. Gen AI also scans notes to surface next best actions and opportunities for a client.
- Attract New Clients – build your business and brand effectively with smart campaigns and insights-powered tools that allow you to know and interact with all your clients and prospective clients in a personalized way at scale. Plus, Gen AI writing email campaign content for you based on client needs and preferences.
- Stay Closely Connected – leverage text messages content to inform Next Best Actions, as well as utilizing Search to surface text messages to easily identify and inform client interactions.
Remote system access
Remote system access gives you the power to work anywhere and access everything available at your branch office. At the park with your kids and need to respond to a client text? No need to return to the office to look up account information — just check your mobile app. In the office, working remotely or on the go, our tech is there for you — so you can be there for your clients.
Secure client communications
Use e-signature to get important documents signed via email. Confirm updating a client goal with a text. Schedule an account review via Zoom. Our technology makes it easy to communicate with clients, keep them on track with their goals, and grow your practice.
- E-signature via email
- Secure text messaging
- Zoom meetings
Grow:
Expand capacity without adding complexity
Growth isn’t about doing more — it’s about creating space.
- EJ Help is a guided help experience powered by AI that directs you to the right level of support for faster paths to resolution.
- Marketing Hub delivers turnkey campaigns and creative tools to attract new clients.
Edward Jones Marketing Hub Tools
Collaborate:
Work seamlessly with clients and your team
Strong outcomes are built through connection.
- Texting through your unified desktop (integrated with Yext): One number for calls and texts.
- Video conferencing and mobile access for flexibility.
- Smart help and home‑office routing for instant support.
Investment capabilities
- Model & Portfolio Assistant: Build tax‑advantaged, optimized portfolios that fit your clients’ goals.
- Wealth Management tools: including FA Managed Solutions, a discretionary trading for qualifying clients.
AI transparency
Our AI tools are embedded in firm tools, not standalone. Scope: meeting prep, insight surfacing, summarization, follow‑up prompts — all compliance‑reviewed and advisor‑controlled.
Follow Us:
