Principal Financial Group Selects eMoney Advisor

Friday 29 October 2004 10:16 CET | News

Principal Financial Group has selected the eMoney AdvisorPlatform as their financial planning and client management system.

The AdvisorPlatform is available to any advisor within the Principal Financial Group network, who will be offering fee-based services through Princor Financial Services Corporation, a registered investment adviser and member of the Principal Financial Group. The Principal pilot for eMoney’s AdvisorPlatform was conducted with the Delaware Valley Financial Group (DVFG) where they achieved significant and immediate success. DVFG increased fee income 15-20 percent and saw the same growth for their insurance and investment sales. eMoneys AdvisorPlatform is an award-winning, web-based wealth planning and client management 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 24x7 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.

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