eMoney Advisor unveils latest version

The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
APR 03, 2009
Upgraded version of eMoney Advisor unveiled The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor. The focus of the enhancements was to improve the ease of use of the systems and provide simplified screen views, said Edmond J. Walters, chief executive and founder of eMoney Advisor of Conshohocken, Pa. Along with a redesigned user interface, the software provides several new tools and features, including a Dashboard Bar that provides advisers with faster access to their alerts, tasks, asset totals and other resources. In addition, the Advanced Planning area will allow advisers to complete data input, analysis or create a presentation from a single location. They can create Custom Client Groups, so they can organize their client lists by assets under management, location and many other ways. Moreover, eMoney Advisor has also introduced a Workflow Assistant that provides best practice tips from industry leaders for each stage of the adviser/client relationship. For more information visit eMoney Advisor online. eVestment Alliance adds eASE Analytics System Style Research and eVestment Alliance LLC have unveiled a partnership to offer global portfolio holdings-based style and risk analysis services. The aim is to deliver holdings-based capabilities for portfolio evaluation, communication and peer comparisons. Investment managers and consultants can research, compare, evaluate and monitor investment management firms and products. “Not only is there a heightened concern for transparency and increased fiduciary responsibility, but there also is a growing demand for practical and objective manager due diligence among the investment community and their clients,” Bernie Nelson, president of Boston-based Style Research, said in a statement. Style Research Inc. is a research firm that specializes in style, risk and performance analysis of funds and markets for investment professionals and fiduciaries. EVestment Alliance is based in Marietta, Ga. For more information visit eVestment Alliance and Style Research online.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.