eMoney Advisor to Release New Digital Wealth Management Experience, emX, on December 12

Conshohocken, Pa. – eMoney Advisor (“eMoney”), a leading provider of advanced wealth planning solutions for financial advisors, announced today that its completely reengineered digital wealth management experience for financial advisors and their clients, emX, will be released on December 12.

“Over the past 14 years, we’ve listened to the ideas and feedback from our clients who live and breathe financial advice, and turned it into the ultimate advisor platform,” said Edmond Walters, founder and CEO of eMoney Advisor. “But it’s the experience of emX that sets it apart from the original 360 and 360 Pro solutions you’ve seen from us before. emX solidifies the advisor/client relationship like no other tool available today.”

Featuring a streamlined and intuitive user interface, new financial planning options, and resources to improve collaboration and efficiency, emX provides advisors with a way to leverage their expertise and grow their businesses.

emX features include:

• Advanced Planning tools that are fully integrated with the interactive Decision Center
• Business Analytics
• Goal-based Financial Planning tools
• Live Financial Feed with client alerts, system updates and more
• New Connections Console to aggregate account data from thousands of institutions
• New Reports, including an Investment Income Summary Report
• Screen Sharing and Presentation mode for collaboration without third-party software
• Social Security Analyzer
• State Income Tax Calculator
• Streamlined Facts menu for easy client on-boarding
• Unlimited, secure Vault storage

In addition to new productivity, planning and engagement tools, emX features a host of new, deep-data integrations with many of the industry’s leading technology providers, including Morningstar, Orion, Redtail, HiddenLevers, Albridge Wealth Advisors, Envestnet, Brinker and SEI. In the first quarter of 2015, eMoney plans to partner with Salesforce, Fidelity, and Black Diamond, as well as others. The result is a comprehensive wealth management system that simplifies an advisor’s day-to-day operations.
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“We believe this is the new norm for doing business,” Walters continued. “If you’re not implementing an integrated technology solution today, you’ll be out of business in a few years.”

Among those advisors already working with eMoney are 25,000 of the top financial professionals in the industry, across an extensive network of independent RIAs and banks, as well as 46 of the top 50 broker dealers and 50 percent of the top insurance companies in the U.S. Currently, eMoney’s software is used to track more than $1.4 trillion in client assets.

“eMoney is a great and long-time tech partner of ours,” said Ron Carson, founder of Peak Advisor Alliance and Carson Wealth Management Group. “Their new platform is a game-changer—it’s very simple, very powerful, and will allow us to do planning at a much deeper level and immediately demonstrate our value to our clients.”

According to Walters, as advisor and client expectations continue to change, the advisors who combine their expertise with leading technology will provide the best client experience and be the most successful.
“We believe emX is more than just wealth management software—it’s a better way of doing business.”