40 Out of Top 50 Independent Broker-Dealers Use eMoney Advisor
May 30 2007 - 2:21PM
PR Newswire (US)
Wealth and Goal Planning Technology Continues To Set Gold Standard
for Web Enabled Solutions CONSHOHOCKEN, Pa., May 30 /PRNewswire/ --
eMoney Advisor, a leading provider of comprehensive wealth and goal
planning solutions for financial advisors, today announced that 80
percent of the nation's top 50 independent broker-dealers (See
footnote below)(1) use eMoney's software to maximize the value of
their client relationships. eMoney's proprietary web-enabled wealth
and goal planning solution combines an impressive set of features
that focuses on client servicing, including personal client
financial page with online vault and mobile, financial planning and
investment, wealth management, enterprise integration, account
aggregation and business intelligence tools. The system aggregates
all financial holdings of the client, including real estate, credit
cards, mortgages and assets held away and has the ability to
seamlessly integrate data, which transfers through its advanced
planning center. eMoney's suite is used by leading financial
services firms around the country, including such well-known names
as AIG Advisor Group, Commerce Bank, First Trust Bank, GenWorth
Financial, The Guardian Life, ING, Jefferson Pilot, Lincoln
Financial, Linsco Private Ledger (LPL), MassMutual Financial Group,
MetLife, New York Life, Mercantile Bank Principal Financial, and
Securian Financial Services, among others. "In the race to attract
top advisors, broker dealers have to be able to offer the very best
in technology and support," said eMoney Advisor COO, Michael
Zebrowski, "eMoney's reputation for helping advisors grow business
and maximize client relationships can be an extremely effective
recruiting tool," he added. About eMoney Advisor eMoney Advisor,
(http://www.emoneyadvisor.com/) based in Conshohocken, Pennsylvania
is a wholly-owned subsidiary of Commerce Bancorp (NYSE:CBH).
eMoney's suite of tools is an award-winning, 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 suite of tools, 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. (1) Statistic based on data extracted from
InvestmentNews survey in April 23, 2007 issue. DATASOURCE: eMoney
Advisor CONTACT: Sue Bergin of eMoney Advisor, Inc.,
+1-610-684-1100, ; or Andrew Worob of G.S. Schwartz & Co. Inc.,
+1-212-725-4500, Ext. 318, , for eMoney Advisor Web site:
http://www.emoneyadvisor.com/
Copyright