Software offers full circle financial advocacy.
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Press Release Summary:
Designed for financial advocates serving mass affluent, eMoney 360 wealth management solution provides users with modular needs analysis, retirement income planning module, and calculators to help improve their client relationships. Retirement income module educates users about appropriate risk for long-term retirement strategies. Financial planning and relationship enhancing system can also store important documents, aggregation, personal client home page, and alerts and alarms.
Original Press Release:
eMoney Advisor Launches eMoney 360
eMoney 360 Introduces First Full Circle Financial Advocacy For Mass Affluent Clients
Provides Tools to Address the Needs of an Underserved Market
CONSHOHOCKEN, Pa., May 23 / -- eMoney Advisor (http://emoneyadvisor.com/), a leading provider of comprehensive wealth and goal planning solutions for financial advisors, today introduced eMoney 360, its latest wealth management solution. eMoney 360 provides financial advocates serving the mass affluent with a sophisticated suite of tools to enhance their client relationships.
"We are enormously excited to launch our new 360 product, which, for the first time, brings out industry leading technology to financial advocates serving the mass affluent," said Edmond J. Walters, Founder and CEO, eMoney Advisor. "We have entered the age of the 'new retirement,' with the vast baby boom generation now having just started to turn 65. However, despite this enormous population and the increase in wealth among the nation's middle class, this group remains critically underserved from a financial advocacy perspective. eMoney 360 changes that," he added.
Financial advocates serving a mass affluent client base continue to seek the best solutions for their clients. The first comprehensive financial planning and relationship enhancing system for the middle class, eMoney 360 has been designed to make it easier and more cost-effective for financial advocates to effectively and efficiently serve this market. Its streamlined functionality reduces the amount of time that advisors spend servicing accounts, increasing the ability of a financial advisor to manage multiple, middle-class accounts profitably.
eMoney 360 allows advisors to offer modular needs analysis, a retirement income planning module and calculators combined with a total client experience. A must have for these clients are features that seamlessly organize and provide transparency delivered through multiple channels be it paper, web or mobile solutions. Features such as a digital "vault" to store all important documents, aggregation, personal client home page, alerts and alarms, ability to share this information with their trusted family members and associates securely.
Among its features, eMoney 360 offers a retirement income module that is designed for a long-term, active retirement with diverse interests. The feature is "income" focused, educates the client about appropriate risk for long-term retirement strategies, and illustrates how fixed income products can create a safer, more reliable income stream. The retirement income component is revolutionary, and written specifically for a retiree's perspective.
"We're thrilled to offer a feature that helps financial advocates and their clients to design an effective retirement strategy to help them achieve their goals," said Jon Wagner, Senior Vice President, eMoney Advisor. "This exciting, sophisticated tool not only offers standard goal planning features, but is a whole new retirement income product for a whole new retirement world."
Also being introduced is eMoney 360Pro, which replaces the eMoneyAdvisor Platform. eMoney 360Pro is eMoney's premier product, designed for financial advisors providing comprehensive planning for high net worth individuals. eMoney 360Pro will include all of the features of eMoney 360, as well as special enhancements to address the needs of this marketplace. These include a more dynamic interview process, Modular Needs Analysis in six categories, a new Retirement Income Planning Module providing Independent Illustrations modeling, Mandatory Spending vs.Guaranteed Income and Asset Allocation. In addition, advisors can provide clients information the way they want it: face- to-face, on paper, over the web or directly to their PDA and phones.
About eMoney Advisor
eMoney Advisor, (http://www.emoneyadvisor.com/) based in the United States, is a wholly owned subsidiary of Commerce Bancorp (NYSE:CBH). eMoney's suite of tools is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. With the suite of tools, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date and monitoring significant changes in their clients' financial status.
Source: eMoney Advisor
CONTACT: Alyssa Howe-Smith of eMoney Advisor, Inc., +1-610-684-1100, allysahs@emoneyadvisor.com;
Web site: http://www.emoneyadvisor.com/
