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."
eMoney's AdvisorPlatform provides financial advisors with a 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 AdvisorPlatform, 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.
The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24x7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and now frequent flier mileage and other point programs.
"More and more, financial institutions and advisors are recognizing the power of wealth planning software when it comes to expanding their current client relationships and attracting new ones," added Walters. "Our goal is to ensure that our technology and supporting services are focused on their success in doing just that. That philosophy drives everything we do."
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