RADNOR, Pa., March 23, 2017 /PRNewswire/ -- eMoney
Advisor today announced the launch of eMoney for Enterprise, a new
division dedicated to supporting the unique needs of firms seeking
scalable technology solutions. eMoney currently serves more than
40,000 clients and has seen a 24 percent increase in enterprise
adoptions since 2015. As a result, 35 enterprise clients
representing more than 17,000 financial professionals working at
banks, large RIAs, broker-dealers, insurance companies and other
financial institutions now make up approximately 40 percent of
eMoney's user-base.
To better support current and prospective enterprise clients,
the company has been continuously dedicating talent and other
resources to focus on enterprise solutions, account management,
marketing and sales. Additionally, eMoney's product strategy has
expanded to better accommodate enterprises through an enhanced
suite of capabilities, user roles, pricing and packaging
options.
"We believe that the value advisors bring to their clients
transcends the size of their practice, and we are committed to
delivering solutions that support a wide range of advisors and
firms with diverse needs," said Ed
O'Brien, CEO of eMoney, who is approaching his one-year
milestone with the company.
"Over the past 16 years, we've built our business, advisor by
advisor, relationship by relationship, to earn the trust and
loyalty of the industry's best. Given the experiences we've
developed in supporting large scale deployments – as well as a
meaningful number of true enterprise relationships – we think it's
the right time to launch this new division for financial
institutions looking to implement technology across their entire
user-base. We've served enterprise clients for quite some time now,
and we understand that each organization's goals are different. To
best support them, we must offer a personalized technology
partnership, no matter their size or scope," he said.
To help enterprise clients accomplish their business goals,
eMoney has conducted research to identify their organizational
needs at both the firm and home office levels. Subsequently, as new
products and features are developed and updates are made to current
functionality, distinct variations exist within each to accommodate
both the advisor and the enterprise buyer.
Some of the newest solutions designed with firm-focused
functionality include:
- Office Analytics: Robust analytics and reporting at the
office level which provides access to firm-wide insights, turning
data into actionable business opportunities.
Launch Date: November 2016
with ongoing enhancements; available now
- Advisor Assurance: Office-level compliance to provide
home-office decision makers the oversight and insight needed for
long-term and scalable growth. Regardless of the outcome of the
Department of Labor's pending Fiduciary Rule, firms will be
prepared for an ever-changing regulatory environment using
streamlined compliance solutions such as the documentation and
archival of key advisor-client interactions.
Launch Date: April 4
- Digital Advice: Leveraging the recently launched
features of self-registration and automated onboarding, advisors
and firms with Fidelity brokerage integration enabled can offer
account opening and investment management through AMP, co-developed
with Fidelity.
Launch Date: Q3 2017
- Advisor Branded Marketing: Creates consistent marketing
effort across an entire advisor force with custom-branded,
automated marketing campaigns that generate and nurture client
networks.
Launch Date: Q3 2017
- API Integration: An open API strategy to enable greater
freedom and flexibility for firms to customize their own technology
solution.
Launch Date: Q4 2017
- Simplified Planning: A streamlined planning tool to meet
mass-market planning needs and scale financial planning across an
organization.
Launch Date: Q1 2018
The foundation of eMoney's product suite includes three distinct
solutions — emX Pro, emX and emX Select. They are available with
different packaging options and price points for organizations
buying licenses at scale. This model defies the status quo of
financial technology products that are ineffectively delivered as
one size fits all.
At both the advisor and enterprise levels, these award-winning
solutions offer integrated advisor and client experiences, deep
third-party integrations, flexibility and choice in financial
planning capabilities and powerful account aggregation, among other
features that can be customized and configured for enterprises
looking to offer eMoney to a large number of their advisors.
"Our solutions provide the most value when fully aligned with
the goals of the advisor, and we've successfully applied and
continue to evolve this philosophy for firms looking for scalable
ways to improve their businesses through technology partnerships
and outsourced innovation – from planning needs to compliance, data
analytics, marketing and more," said O'Brien.
"We're confident we can serve advisors and firms across all
segments, relying on the principles that have brought us to where
we are today and executing on our commitment to innovation now more
than ever."
To learn more about eMoney for Enterprise, visit
info.emoneyadvisor.com/enterprise.
About eMoney Advisor
eMoney Advisor, LLC ("eMoney"),
based in Radnor, Pennsylvania, is
the only wealth-planning system for financial advisors and firms
that offers superior transparency, accessibility, security, and
organization for everything that affects their clients' financial
lives. A technology envisioned and created to transform the way
financial professionals deliver scalable advice and build
collaborative relationships with their clients, eMoney's
award-winning software and resources help advisors prepare their
clients for secure financial futures. For more information,
please visit www.emoneyadvisor.com.
To view the original version on PR Newswire,
visit:http://www.prnewswire.com/news-releases/emoney-advisor-launches-enterprise-division-to-support-the-wealth-management-needs-of-firms-at-scale-300428323.html
SOURCE eMoney Advisor