Conshohocken, PA--eMoney Advisor, a leading provider of holistic wealth planning solutions, today announced the availability of AdvisorPlatform Version 3.5. The new version offers significant upgrades to Version 3.0, which was released in January 2003, including streamlined data entry through the Fact Finder, simulated sales of an asset, "what if" scenarios versus base facts, and additions to the Client Financial Home Page. In addition, the new version includes an updated user interface for greater ease of use.
"Our new functionality is a direct result of input from advisors in the field," said Edmond Walters, CEO of eMoney Advisor. "Our clients have input into our product roadmap and are the direct beneficiaries of our enhancements. For this version, we focused on simplification, greater planning capabilities and value-added features that help advisors better position themselves as the primary trusted advisor."
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