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Financial Insights Publishes Case Study on eMoney Advisor’s Wealth Management Platf

Monday 14 June 2004 14:15 CET | News

Financial Insights, has completed and made available its case study, The Wait is Over: External Data Powers Wealth Management Results at MassMutual.

The case study highlights the success of eMoneys AdvisorPlatform with clients such as MassMutual and the special role of aggregation in eMoneys platform. A free copy of the case study summary is available on the eMoney website at www.emoneyadvisor.com. In addition, qualified enterprises can request a copy of the comprehensive case study directly from eMoney Advisor. The case study underscores the two key benefits of wealth management tools: greater advisor efficiency and greater advisor effectiveness. The efficiency comes from workflow, automation and information access, while the effectiveness is a result of powerful planning applications and other functionality that serves to increase client satisfaction, assets under management and revenues. Key metrics shared within the case study include those from Lenox Advisors, an advisory firm under the MassMutual umbrella that has been on the eMoney system since late 2002. For 2003, Lenoxs success included: Fee revenue from financial planning services – doubled from 2002; - Asset gathering – $100M in new assets brought under management; and - Insurance premiums collected – up 24%, even though this is a lead product.


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Categories: Payments & Commerce | Payments General
Countries: World
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Payments & Commerce