Emoney Advisor, Inc

Description

Every day, financial advisors are challenged to better serve and advise their clients—clients who are educated, have access to multiple advisors and who seek high levels of service. eMoney Advisor was founded with a mission to help advisors maximize the value of their client relationships. The Company prides itself on its "by advisors, for advisors" approach, and as a result, has developed a unique combination of technology and support services that are focused on the advisor's success.eMoney Advisor's proprietary "expert" system aggregates and analyzes data, identifies and prioritizes product sales opportunities unique to each client. Our interactive marketing materials help you attract new clients and mine new sales opportunities.eMoney's AdvisorPlatform brings you the ultimate in versatility by providing wealth planning solutions for high net worth and affluent clients and goal based modular planning for mass affluent customers.

Products & services

Similar companies nearby