eMoney Advisor Launches Foundational Planning, a New Scalable Planning Solution Designed to Create More Plans for More Clients
Summary
It also provides an interactive and engaging client experience with side-by-side scenario planning, including Monte Carlo-based results. Brad Arends is co-founder and CEO of intellicents, a financial services firm dedicated to helping the “other 99 percent of Americans” make their dreams real. “I am really excited to start using Foundational Planning because it will provide us with an easier way to show these clients that their goals of protecting their family, sending their kids to college and retiring are achievable,” said Arends. 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 700 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for more than 50,000 financial professionals and 3 million end-clients nationwide.
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