New Offline Presentation Tool for Advisors Enhances eMoney Advisor's Marketing Package
The new presentation tool is now part of the marketing package which eMoney Advisor provides for its clients.
Conshohocken, PA (PRWEB via PR Web
Direct) June 28, 2005 -- eMoney Advisor, which provides comprehensive wealth
planning and client management software solutions, announced today the launch of
a new marketing tool aimed at helping advisors showcase its AdvisorPlatfom™. The
new presentation tool is now part of the marketing package which eMoney Advisor
provides for its clients.
Advisors will receive a downloadable link to
an offline sample client version of the AdvisorPlatform - accessible anyplace,
anytime, without Internet access. It will be available as a free download or as
a customized branded version with the advisor's logo. The offline presentation
will enable advisors to demonstrate to clients many of the features and
functions of the ASP-based AdvisorPlatform. For instance, an advisor will be
able to showcase a sample breakdown of assets and liabilities, a sample Vault
and aggregation as well as sample Alerts and Alarms and the alliance feature.
This presentation is intended to give clients as realistic as possible
representation of the client application. Previously, advisors demonstrating the
AdvisorPlatform needed Internet access, which was difficult to arrange while at
a client's homes or while on the road.
Edmond Walters, CEO/Chairman of
eMoney Advisor, says the offline presentation tool was developed after feedback
from advisors. "Advisors tell us they need flexibility. By providing this tool
we hope they will have more opportunity to showcase their services and
demonstrate to their clients how they can add value."
The offline
presentation is yet another marketing tool available to eMoney Advisor clients.
Firms of every size – from the large corporations such as PricewaterhouseCoopers
to small boutique firms are taking advantage of eMoney's AdvisorMarketing
services which provides professional, customized marketing material at a
fraction of the cost normally paid. AdvisorMarketing is provided by an in-house
graphic design team and field tested for effectiveness. Advisors currently
receive vertical marketing customized CDs, brochures, PowerPoint presentations,
advertising slicks and Web links.
About eMoney Advisor
eMoney's
AdvisorPlatform is an award-winning, Web-based wealth planning and client
management tool that offers an aggregated, comprehensive view of a client's
financial portfolio. With the AdvisorPlatform, advisors can proactively manage
their client relationships by identifying strengths and weaknesses in asset
allocation, keeping accounts up-to-date, and monitoring significant changes in
their clients' financial status. The Alliance program, available since the
release of Version 4.0, enables advisors to share designated areas of a Client's
Home Page with other trusted advisors, such as accountants and
lawyers.
eMoney Advisor's solutions are enhancing advisor–client
relationships for leading financial services companies, such as Massachusetts
Mutual Life Insurance Company (MassMutual), Century Business Services, Inc.
(CBIZ), First Commonwealth, PricewaterhouseCoopers, Ameritas/Acacia, New England
Financial, Principal Financial Group and Union Central among others. eMoney also
counts some of the nation's leading advisory firms as clients including Carson
Wealth Management Group, Horizon Financial Group LLC, Hinrichs Financial Group
and the Andesa Group.
For more information about eMoney Advisor, visit
www.emoneyadvisor.com
or contact Allysa Stewart e-mail protected from spam bots,
610-684-4662.
# # #
Source : http://www.prweb.com/releases/2005/6/prweb256183.htm