CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the coronavirus (COVID-19) pandemic, advisors are tasked with navigating clients through the effects of a bear market – including record losses, unemployment and general uncertainty. To help more advisors adopt planning to navigate through these challenges, eMoney will offer new clients three months of free access to any of eMoney’s planning packages as part of their initial contract. As an added value, new users — in addition to current clients — will receive access to eMoney’s digital marketing solution, Advisor Branded Marketing (ABM). eMoney has also created various resources, including webinars, blog posts and other communications, that provide best practices on how to better serve clients and strengthen relationships in the current environment.
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“We believe in the power of holistic planning and know advisors who deliver planning-led advice are better positioned than those who do not, especially during times of market volatility and disruption”
“We believe in the power of holistic planning and know advisors who deliver planning-led advice are better positioned than those who do not, especially during times of market volatility and disruption,” said eMoney CEO Ed O’Brien. “We remain deeply committed to providing our 70,000 clients – and the industry – with the tools they need to deliver exceptional client experiences and overcome these unparalleled challenges and hope that even more advisors adopt planning moving forward.”
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Planning access for new users
Clients with a financial plan are seven times happier than those without1, which suggests the added value planning can provide during times of uncertainty. With three scalable solutions to choose from, new eMoney users can quickly meet a broad range of planning needs, all while receiving their first three months free as part of a 12-month contract. eMoney planning packages include the following features and functionalities:
- eMoney Plus: Includes Foundational Planning’s intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients; the eMoney Client Portal; and Advanced Analytics
- eMoney Pro: Includes Advanced Planning to provide the most comprehensive cash-flow based capabilities to accommodate clients’ most complex planning needs; the eMoney Client Portal; and Advanced Analytics
- eMoney Premiere: Combines Foundational Planning and Advanced Planning for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform; the eMoney Client Portal; and Advanced Analytics
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