IRVING, Texas and RADNOR, Pa., June 18,
2018 /PRNewswire/ -- HD Vest Financial Services®,
the pioneer of tax-smart wealth management services, announces that
the more than 4,000 independent advisors in its network will now
have access to integrated financial planning software from eMoney
Advisor.
"A combined wealth management and tax management service
offering provides independent advisors with a powerful
differentiator, and eMoney's solutions can empower our advisors to
turbocharge this differentiator on behalf of clients," said
Bob Oros, CEO of HD Vest
Financial Services. "The state-of-the-art eMoney financial
planning software and client portal enable our advisors to
demonstrate more value, and work more collaboratively with clients
to craft and implement holistic, tax-smart wealth management
strategies. We will continue to build out our platform to serve as
an ecosystem where independent advisors can access the best tools
from across the industry to increase client retention and lay the
groundwork for scalable asset and practice growth."
With eMoney, independent advisors that have partnered with HD
Vest can:
- Create holistic financial plans with eMoney for all engaged
households which aggregate information about all accounts and
assets, including mortgages, real estate, investments, and
taxes.
- Visually demonstrate the projected benefits of a potential
trade or strategy, and compare them to the risks of the
opportunity—and then work with clients to make changes to financial
plans based on these presentations in real time.
- Communicate in real time with clients using eMoney's
interactive client portal.
- Encourage clients to check investment performance updates, and
track progress toward long-term financial goals, in the client
portal.
- Store, and make edits with clients to, financial plans and
other documents in a secure document vault which can be accessed by
clients through the client portal.
"Financial planning can often be abstract, but eMoney allows us
to bridge that gap with clients by presenting them with something
tangible that they can see and understand," said Davin Carey, HD Vest Financial Advisor whose
practice utilizes eMoney for financial planning. "eMoney gives
clients more insight into what we're doing and why we're doing it,
and enables us to provide clients with a clear vision of their
entire financial picture. This added value has been instrumental in
strengthening our client relationships and retention."
"Investors have high expectations in today's marketplace, and
our innovative technology gives independent advisors the
competitive edge they need to efficiently—and holistically—service
and advise clients over the long term," said Stephen Langlois, Head of Business Development
at eMoney. "We are privileged to work with the HD Vest team to
empower the advisors in its network with the tools, services, and
capabilities they need to increase their assets under management
and serve clients better."
About HD Vest Financial Services
Since its inception
in 1983, HD Vest Financial Services® has supported an
independent network of tax professionals and financial advisors who
provide comprehensive financial services, including planning,
securities, insurance, money management services, and banking
solutions. The firm has over 4,000 independent advisors, who
administer over $40 billion in assets
for individuals, families and small businesses in all 50
statesi. HD Vest Investment Services is ranked as one of
the top 15 independent broker-dealer firmsii. To learn
more about HD Vest, a wholly owned subsidiary of Blucora, Inc.
(NASDAQ: BCOR), visit www.hdvest.com.
About eMoney Advisor
eMoney Advisor, LLC ("eMoney") is
the leading provider of scalable wealth management solutions for
financial professionals, firms, and enterprises of all sizes.
Rooted in collaborative financial planning, eMoney's solutions
enable financial professionals to build stronger client
relationships, streamline business operations, and drive revenue
and growth. With more than 600 passionate, innovative, and
dedicated employees in three locations—including its headquarters
in Radnor, Pa.—eMoney is
transforming the wealth management experience for 50,000 financial
professionals and 2.1 million end-clients nationwide. For more
information, please visit: www.emoneyadvisor.com.
Media
Contacts:
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Dana Taormina
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JConnelly, for HD Vest
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(973) 850-7305
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hdvest@jconnelly.com
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Joanna Armandi
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eMoney Advisor
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(610) 684-1100,
x4214
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jarmandi@emoneyadvisor.com
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i As of March 31,
2017.
ii ThinkAdvisor 2016 Broker-Dealer Reference
Guide, which measured/ranked the top 25 independent
broker-dealers by annual revenue.
HD Vest Financial Services® is the holding company for the group
of companies providing financial services under the HD Vest
name.
Securities offered through H.D. Vest Investment
ServicesSM, Member SIPC, Advisory services offered
through H.D. Vest Advisory ServicesSM, 6333 N. State
Highway 161, Fourth Floor, Irving,
TX 75038, 972-870-6000
The HD Vest affiliated companies exclusively provide financial
products and services, and do not provide or supervise tax or
accounting services. Advisors may provide tax, accounting or other
services through their independent outside businesses, but these
services are separate and apart from HD Vest.
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SOURCE HD Vest Financial Services