eMoney Integrating with iRetire® by BlackRock

Available later this year, eMoney is integrating with iRetire® by BlackRock. Featuring single sign-on access between systems, the integration will streamline your workflow and seamlessly connect iRetire’s engaging retirement planning module to eMoney’s comprehensive planning platform.

What is iRetire?

iRetire by BlackRock is designed to help clients better understand the retirement problem and put you, their advisor, center-stage in helping them achieve their goals, by focusing on the number that really matters: sustainable retirement income. iRetire® offers you a repeatable and engaging process to help your clients reach and maintain the income they want in retirement, while helping you evolve and grow your business.

BlackRock understands that the truth is, more than 60% of investors fear not having enough money in retirement. And with longer lives, hard-to-find investment returns, and shifting markets, the old rules of thumb about how much to save for and spend in retirement simply don’t work anymore.

That’s why their technology helps you manage your client’s journey by Illustrating tradeoffs between their needs, preferences for risk, retirement date, saving and spending.

Where can I learn more?

BlackRock will be at the 2018 eMoney Advisor Summit demonstrating iRetire and providing the opportunity to attend their dedicated breakout session where you will gain insight into how you can help clients achieve their retirement income goals. Hosted by Ross Znavor, Managing Director, BlackRock Digital Wealth, the session will also feature a demo of these saving and spending technologies within iRetire, BlackRock’s free financial planning technology available through eMoney.

To register for the Summit or learn more about the BlackRock breakout session, head over to emoneyadvisorsummit.com.

Jacob Leise

Written By

Jacob is a Product Marketing Manager at eMoney Advisor.