While attending the TD Ameritrade Institutional 2013 National Conference last month, I connected with Dan Cox, regional sales director for eMoney Advisor.
eMoney Advisor has been rather quiet in recent years, crossing my radar only once or twice with news of new product features and functionality.
For 2013, eMoney Advisor is ready to jump out of the gate and get in front of advisers to demonstrate how the platform can complement an efficient workplace.
So what is eMoney Advisor?
Cox replied, “It’s a fully integrated financial planning software package, bundled with account aggregation and a client portal.”
“Part of the bundled package is a secure client vault where [advisers] can upload and download any document and collaborate with other financial professionals,” added Cox.
For more information, visit them online at http://www.emoneyadvisor.com/
