eMoney Advisor, a US-based provider of wealth planning solutions for financial advisors, is set to launch a new revamped digital wealth management solution for financial advisors and their clients on 12 December 2014.
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Known as emX, the new solution features a streamlined and intuitive user interface, new financial planning options as well as resources to enhance collaboration and efficiency.
The platform enables advisors to use their expertise and grow their businesses and simplify their day-to-day operations.
Additionally, emX features advanced planning tools, advisor-side mobile access, automation of quality report updates, business analytics, and financial planning tools as well as live financial feed.
The wealth management solution also includes new connections, new reports, screen sharing and presentation mode, social security analyzer, state income tax calculator and streamlined facts menu in addition to featuring a host of new, deep-data integrations with technology providers.
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By GlobalDataEdmond Walters, founder and CEO of eMoney Advisor, said: "But it’s the experience of emX that sets it apart from the original 360 and 360 Pro solutions you’ve seen from us before. emX solidifies the advisor/client relationship like no other tool available today.
"We believe emX is more than just wealth management software it’s a better way of doing business. We believe this is the new norm for doing business," Walters added.
