New eMoney Upgrade Deepens Clients’ Relationship With Their Financial World And Their Advisor
Version 7.8 Gives Clients Greater Control, Organization and Transparency While Providing Increased Flexibility for Advisors
CONSHOHOCKEN, Pa., March 26, 2013 /PRNewswire/ — eMoney Advisor (“eMoney”), the only wealth-planning system for financial advisors that offers transparency, security, mobile access and superior organization for everything that impacts their clients’ financial lives, has announced the release of several enhancements to make financial planning more organized, engaging and collaborative.
Version 7.8 includes a time-saving tool that clients can use to easily connect all of their accounts and manage data in the eMoney system with interactive tools to independently organize every dimension of their financial world. This will create a more engaging and empowering client experience and foster a deeper, more involved partnership with the advisor.
“These new enhancements reflect what we have learned by studying our users’ online behaviors over the years, conducting focus groups, and gathering feedback from the thousands of advisors using our solution,” said Edmond Walters, Founder and Chief Executive Officer, eMoney. “Today’s clients want well organized and easy-to-understand information about their financial health, more transparency into their holdings and a bigger role in shaping their financial strategies. eMoney is committed to continually enhancing our solution to meet the needs of both advisors and the clients they serve.”
eMoney’s new education center also provides clients with immediate answers to complex financial questions directly on their secure personal financial website and makes the advisor the primary source of personalized planning advice for clients. This virtual financial library offers an array of advisor-branded videos, articles and other resources on everything from common personal finance topics to understanding alternative investments.
In addition, version 7.8 includes an interactive financial workshop. This powerful analytic feature shows clients a real-time view of all of their assets and accounts and aligns their current financial picture with their financial goals. Clients can monitor their financial progress with the help of interactive sliders to explore different data inputs and suggested next steps from their advisors.
“We are transforming clients’ financial experience while improving the relationship they have with their assets and their advisors,” said Mr. Walters.
In addition to the client site enhancements, the new version also includes planning improvements to the advisor site, such as an increased flexibility for handling Required Minimum Distributions (RMD); 529 plan rollovers, tax credits and deductions; and global growth rates as well as more in-depth mutual fund data.
For more information, please contact Jami Schlicher at (973) 850-7309 or firstname.lastname@example.org.
About eMoney Advisor, LLC
eMoney Advisor, LLC, (eMoney), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers transparency, security, mobile access and superior organization for everything that impacts their clients’ financial lives. Our award-winning, web-based services and resources are designed to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.
eMoney’s suite of solutions is used by leading financial services firms around the country, including TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services.
As a partner to advisors, eMoney’s services are designed to meet their unique and evolving needs, allowing them to focus on client retention and practice growth.
For more information, visit www.emoneyadvisor.com.
CONTACT: Jami Schlicher
SOURCE eMoney Advisor