eMoney Advisor Announces 2019 Launch of Foundational Planning: A Scalable Solution for Advisors and Clients with Less Complex Planning Needs
Summary
Jess Liberi, eMoney’s Head of Product, showcased Foundational Planning and its functionality during a product roadmap presentation for 1,000 of the industry’s top financial planning professionals at the annual eMoney Summit being held through Wednesday at the JW Marriott in Orlando.The tool offers an intuitive and scalable planning solution for both individual and corporate enterprise wealth managers, requiring fewer inputs from advisors and offering step-by-step guidance throughout the data gathering process.“Advisors and firms require a planning tool thats flexible, scalable and can meet a broader range of client needs.eMoney Advisor, LLC (“eMoney”) is a leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes.With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.
Classifications
AskAI Classifications
LabelsLinked Companies
