eMoney Advisor Kicks-Off the New Year by Releasing New Enhancements - Beckley, Bluefield & Lewisburg News, Weather, Sports

eMoney Advisor Kicks-Off the New Year by Releasing New Enhancements

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SOURCE eMoney Advisor

CONSHOHOCKEN, Pa., Feb. 19, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, announced a new software release with several enhancements to make financial planning more streamlined, intuitive and precise.

eMoney's latest upgrade includes a brand new estate planning feature that is part of the interactive planning environment, DecisionCENTER.  This enhancement provides a clear and customizable picture of how a client's estate will be distributed.  Additionally, the updates to eMoney's DecisionCENTER offer more opportunities for advisors to make the most of their client meetings.  Advisors can gather information, discuss goals and make decisive changes – all with the same tool.

Now more than ever, eMoney's interactive client website allows users to better assess their current financial picture so that they can visualize and successfully meet future goals.  With the new upgrades, clients can see a tangible description of their finances with eMoney's Financial Workshops. 

"eMoney's mission is to emphasize the value of a financial advisor and help them transform their clients' financial experience," said Edmond Walters, CEO at eMoney.  "Clients expect intuitive and well organized information about their full financial picture. We are confident that this software release reflects our commitment to continually upgrade our solution to meet the needs of both advisors and the clients they serve."

In conjunction with this web-based release, eMoney also will launch a mobile application upgrade.  Nearly anything a client can do on their full desktop site, they can now do in the eMoney mobile application.  Clients can now access the full scope of their financial situation anytime, anywhere.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends.  eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first-all through the infusion of innovative solutions. 

eMoney's suite of products are used by leading financial services firms around the country, including: Allstate Financial Services, The Guardian Life Insurance Company of America, Lincoln Financial Advisors Corporation, LPL Financial, Mass Mutual Financial Group, MetLife, New York Life, Northern Trust, RBC Capital Markets, Securian Financial Services and TD Ameritrade.

For more information visit: www.emoneyadvisor.com

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