eMoney Advisor Launches National Financial Planning Week Promotion

Monday 4 October 2004 19:45 CET | News

eMoney Advisor has recognized the start of National Financial Planning Week with a month-long promotion directed toward supporting the success of financial advisors.

The promotion couples eMoney’s AdvisorPlatform™ with free marketing materials valued at $1,000.00, and launches a new, advisor-friendly way to license and use the AdvisorPlatform. In addition to this promotion, eMoney also will be releasing a new case study and a new Business Impact Report with significant return on investment metrics this week – both of which will be available on the eMoney web site at eMoney’s AdvisorPlatform is an award-winning, web-based wealth planning and client management tool that uniquely 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. The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24x7 access to their updated, aggregated financial information and an online document storage Vault for their legal and financial documents, thus creating a stronger advisor-client bond. National Financial Planning Week Promotion Details The promotion, which will run through October 31st, couples the AdvisorPlatform with $1,000 worth of free marketing materials. Advisors receive: AdvisorPlatform license Option of five client seats or ten client seats Web link to flash presentation, which explains and promotes advisor’s new wealth management services in a polished, sophisticated manner Five advisor brochures with CDs explaining the client benefits of the advisor’s new wealth management services An information document that equips advisors with a six-step technique to handle objections regarding fees, technology and other common client questions In addition to the promotion, beginning today, advisors are able to sign up for the AdvisorPlatform through either a one-time annual fee or through a new, monthly charge that carries a 90-day minimum. The new monthly licensing option will remain in effect beyond the promotion.

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Categories: Payments & Commerce | Payments General
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Payments & Commerce