$25 Billion in Assets Managed by AdvsiorPlatform

The AdvisorPlatform aggregates all of a client’s holdings, including real estate and those assets held away, as part of its value in providing holistic wealth planning capabilities to advisors. The AdvisorPlatform’s application service provider (ASP) model allows for seamless integration of aggregated data, which flows through the system’s comprehensive planning center. As a result, all accounts, balances and cash flows are updated daily and planning is performed on a real-time basis. eMoneys AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client’s needs. 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 AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24/7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and now frequent flier mileage and other point programs.